iShares S&P 500 Index shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by LBMC Investment Advisors 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 LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $236M | 450k | 525.73 |
| 2023-12-31 | $219M | 459k | 477.63 |
| 2023-09-30 | $195M | 460k | 423.56 |
| 2023-06-30 | $207M | 465k | 445.71 |
| 2023-03-31 | $194M | 471k | 411.08 |
| 2022-12-31 | $180M | 468k | 384.21 |
| 2022-09-30 | $170M | 473k | 358.65 |
| 2022-06-30 | $179M | 473k | 379.15 |
| 2022-03-31 | $225M | 497k | 453.69 |
| 2021-12-31 | $232M | 486k | 476.99 |
| 2021-09-30 | $207M | 98k | 2122.65 |
| 2021-06-30 | $201M | 468k | 429.92 |
| 2021-03-31 | $182M | 458k | 397.82 |
| 2020-12-31 | $169M | 451k | 375.39 |
| 2020-09-30 | $151M | 450k | 336.06 |
| 2020-06-30 | $134M | 433k | 309.69 |
| 2020-03-31 | $118M | 455k | 258.40 |
| 2019-12-31 | $143M | 444k | 323.24 |
| 2019-09-30 | $132M | 443k | 298.52 |
| 2019-06-30 | $130M | 442k | 294.75 |
| 2019-03-31 | $122M | 429k | 284.56 |
| 2018-12-31 | $105M | 418k | 251.61 |
| 2018-09-30 | $122M | 417k | 292.73 |
| 2018-06-30 | $113M | 414k | 273.05 |
| 2018-03-31 | $109M | 411k | 265.37 |
| 2017-12-31 | $114M | 424k | 268.85 |
| 2017-09-30 | $104M | 409k | 252.93 |
| 2017-06-30 | $102M | 418k | 243.41 |
| 2017-03-31 | $98M | 414k | 237.27 |
| 2016-12-31 | $92M | 410k | 224.99 |
| 2016-09-30 | $88M | 406k | 217.56 |
| 2016-06-30 | $85M | 403k | 210.50 |
| 2016-03-31 | $82M | 399k | 206.65 |
| 2015-12-31 | $79M | 387k | 204.87 |
| 2015-09-30 | $73M | 376k | 192.71 |
| 2015-06-30 | $77M | 371k | 207.22 |
| 2015-03-31 | $76M | 368k | 207.83 |
| 2014-12-31 | $73M | 355k | 206.87 |
| 2014-09-30 | $71M | 360k | 198.26 |
| 2014-06-30 | $58M | 294k | 197.00 |
| 2014-03-31 | $62M | 332k | 188.14 |
| 2013-12-31 | $58M | 313k | 185.65 |
| 2013-09-30 | $48M | 282k | 168.90 |
| 2013-06-30 | $41M | 256k | 160.88 |
| 2013-03-31 | $31M | 197k | 157.36 |
| 2012-12-31 | $27M | 187k | 143.14 |