Ownership history in Single Point Partners, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Single Point Partners, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 221,909 | +421 | +0.2% | 30.05% | $152.0M | $683.12 |
| 2025 Q3 | ADDED | 221,488 | +2,759 | +1.3% | 30.09% | $148.2M | $665.17 |
| 2025 Q2 | REDUCED | 218,729 | -533 | -0.2% | 29.70% | $135.8M | $615.21 |
| 2025 Q1 | ADDED | 219,262 | +4,910 | +2.3% | 28.92% | $123.2M | $555.02 |
| 2024 Q4 | ADDED | 214,352 | +135 | +0.1% | 29.06% | $126.2M | $579.67 |
| 2024 Q1 | REDUCED | 214,217 | -3,596 | -1.7% | 26.16% | $112.6M | $512.33 |
| 2023 Q4 | REDUCED | 217,813 | -16,195 | -6.9% | 24.80% | $99.5M | $463.98 |
| 2023 Q3 | REDUCED | 234,008 | -20,355 | -8.0% | 25.74% | $98.1M | $415.48 |
| 2023 Q1 | ADDED | 254,363 | +24,595 | +10.7% | 22.86% | $104.6M | $394.68 |
| 2022 Q4 | ADDED | 229,768 | +16,119 | +7.5% | 21.22% | $88.3M | $367.35 |
As of 2025 Q4 — sorted by position size