iShares S&P 500 Index shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 12k | 525.74 |
| 2023-12-31 | $5.1M | 11k | 477.62 |
| 2023-09-30 | $4.3M | 10k | 429.43 |
| 2023-06-30 | $4.5M | 10k | 445.72 |
| 2023-03-31 | $3.8M | 9.2k | 411.10 |
| 2022-12-31 | $3.5M | 9.0k | 384.22 |
| 2022-09-30 | $2.2M | 6.2k | 358.67 |
| 2022-06-30 | $2.2M | 5.7k | 379.17 |
| 2022-03-31 | $2.0M | 4.6k | 439.80 |
| 2021-12-31 | $2.2M | 4.7k | 477.02 |
| 2021-09-30 | $2.0M | 4.7k | 430.77 |
| 2021-06-30 | $2.1M | 4.8k | 430.00 |
| 2021-03-31 | $1.9M | 4.8k | 397.78 |
| 2020-12-31 | $1.8M | 4.8k | 375.44 |
| 2020-09-30 | $1.7M | 4.9k | 336.17 |
| 2020-06-30 | $2.1M | 6.8k | 309.61 |
| 2020-03-31 | $1.8M | 6.9k | 258.36 |
| 2019-12-31 | $2.7M | 8.5k | 323.20 |
| 2019-09-30 | $2.7M | 8.9k | 298.46 |
| 2019-06-30 | $2.8M | 9.5k | 294.72 |
| 2019-03-31 | $2.7M | 9.5k | 284.60 |
| 2018-12-31 | $2.5M | 9.5k | 260.40 |
| 2018-09-30 | $2.2M | 7.6k | 292.78 |
| 2018-06-30 | $2.1M | 7.7k | 273.09 |
| 2018-03-31 | $2.1M | 7.7k | 265.33 |
| 2017-12-31 | $2.1M | 7.7k | 268.88 |
| 2017-09-30 | $2.0M | 8.1k | 252.90 |
| 2017-06-30 | $2.0M | 8.3k | 243.37 |
| 2017-03-31 | $2.0M | 8.3k | 237.32 |
| 2016-12-31 | $1.9M | 8.3k | 224.97 |
| 2016-09-30 | $1.8M | 8.4k | 217.53 |
| 2016-06-30 | $1.7M | 8.3k | 210.52 |
| 2016-03-31 | $1.7M | 8.1k | 206.67 |
| 2015-12-31 | $1.2M | 5.8k | 204.85 |
| 2015-09-30 | $1.1M | 5.5k | 192.69 |
| 2015-06-30 | $1.1M | 5.5k | 207.24 |
| 2015-03-31 | $1.1M | 5.4k | 207.81 |
| 2014-12-31 | $1.0M | 4.9k | 206.77 |
| 2014-09-30 | $979k | 4.9k | 198.18 |
| 2014-06-30 | $973k | 4.9k | 196.96 |
| 2014-03-31 | $614k | 2.0k | 307.00 |
| 2013-12-31 | $521k | 2.8k | 185.74 |