IVV ISHARES TR

Ownership history in Platform Technology Partners  ·  19 quarters on record

This page tracks every 13F SEC filing in which Platform Technology Partners reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.25% (2024 Q4)
Avg. % of fund
1.45%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,289 +92 +0.8% 1.79% $8.4M $683.12
2025 Q3 ADDED 12,197 +7 +0.1% 1.96% $8.2M $665.17
2025 Q2 REDUCED 12,190 -268 -2.2% 1.98% $7.6M $615.21
2025 Q1 REDUCED 12,458 -133 -1.1% 2.04% $7.0M $555.02
2024 Q4 ADDED 12,591 +2,630 +26.4% 2.25% $7.4M $579.67
2024 Q3 ADDED 9,961 +796 +8.7% 1.81% $5.7M $566.00
2024 Q2 ADDED 9,165 +3,381 +58.5% 1.73% $5.0M $534.89
2023 Q4 ADDED 5,784 +1,096 +23.4% 1.13% $2.9M $463.98
2023 Q3 ADDED 4,688 +450 +10.6% 0.94% $2.0M $415.48
2023 Q2 REDUCED 4,238 -486 -10.3% 0.89% $1.9M $429.27
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)
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