iShares S&P 500 Index shares owned by Golub Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Golub Group
from 13F filings
Historical chart of Golub Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Golub Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $777k | 1.5k | 525.61 |
| 2023-12-31 | $706k | 1.5k | 477.78 |
| 2023-09-30 | $633k | 1.5k | 429.48 |
| 2023-06-30 | $657k | 1.5k | 445.76 |
| 2023-03-31 | $606k | 1.5k | 411.09 |
| 2022-12-31 | $565k | 1.5k | 384.34 |
| 2022-09-30 | $564k | 1.6k | 358.78 |
| 2022-06-30 | $596k | 1.6k | 379.13 |
| 2022-03-31 | $713k | 1.6k | 453.85 |
| 2021-12-31 | $749k | 1.6k | 477.37 |
| 2021-03-31 | $505k | 1.3k | 397.95 |
| 2020-12-31 | $438k | 1.2k | 375.00 |
| 2020-09-30 | $546k | 1.6k | 336.21 |
| 2020-06-30 | $360k | 1.2k | 310.08 |
| 2020-03-31 | $299k | 1.2k | 258.20 |
| 2019-12-31 | $374k | 1.2k | 322.97 |
| 2019-09-30 | $296k | 990 | 298.99 |
| 2019-06-30 | $292k | 990 | 294.95 |
| 2019-03-31 | $238k | 835 | 285.03 |
| 2018-12-31 | $210k | 835 | 251.50 |
| 2018-09-30 | $239k | 818 | 292.18 |
| 2018-06-30 | $223k | 818 | 272.62 |
| 2018-03-31 | $239k | 901 | 265.26 |
| 2017-12-31 | $220k | 818 | 268.95 |
| 2017-09-30 | $207k | 818 | 253.06 |