iShares S&P 500 Index shares owned by Lee, Danner & Bass
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lee, Danner & Bass
from 13F filings
Historical chart of Lee, Danner & Bass investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lee, Danner & Bass 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 Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $366k | 767 | 477.18 |
| 2023-09-30 | $355k | 827 | 429.26 |
| 2023-06-30 | $402k | 902 | 445.68 |
| 2023-03-31 | $307k | 748 | 410.43 |
| 2022-12-31 | $291k | 758 | 383.91 |
| 2022-09-30 | $281k | 783 | 358.88 |
| 2022-06-30 | $297k | 783 | 379.31 |
| 2022-03-31 | $441k | 972 | 453.70 |
| 2021-12-31 | $375k | 786 | 477.10 |
| 2021-09-30 | $386k | 896 | 430.80 |
| 2021-06-30 | $385k | 896 | 429.69 |
| 2021-03-31 | $486k | 1.2k | 398.03 |
| 2020-12-31 | $458k | 1.2k | 375.10 |
| 2020-09-30 | $412k | 1.2k | 336.05 |
| 2020-06-30 | $381k | 1.2k | 309.50 |
| 2020-03-31 | $691k | 2.7k | 258.51 |
| 2019-12-31 | $866k | 2.7k | 323.38 |
| 2019-09-30 | $229k | 768 | 298.18 |
| 2019-06-30 | $314k | 1.1k | 295.11 |
| 2019-03-31 | $432k | 1.5k | 284.40 |
| 2018-12-31 | $382k | 1.5k | 251.32 |
| 2018-09-30 | $438k | 1.5k | 292.78 |
| 2018-06-30 | $412k | 1.5k | 282.97 |
| 2018-03-31 | $373k | 1.4k | 265.29 |
| 2017-12-31 | $428k | 1.6k | 268.51 |
| 2017-09-30 | $407k | 1.6k | 253.11 |
| 2017-06-30 | $429k | 1.8k | 243.34 |
| 2017-03-31 | $423k | 1.8k | 237.24 |
| 2016-12-31 | $401k | 1.8k | 224.90 |
| 2016-09-30 | $389k | 1.8k | 217.56 |
| 2016-06-30 | $378k | 1.8k | 210.23 |
| 2016-03-31 | $378k | 1.8k | 210.23 |
| 2015-12-31 | $410k | 2.0k | 204.69 |
| 2015-09-30 | $378k | 2.0k | 192.86 |
| 2015-06-30 | $562k | 2.7k | 207.38 |
| 2015-03-31 | $655k | 3.2k | 207.94 |
| 2014-12-31 | $633k | 3.1k | 206.86 |
| 2014-09-30 | $362k | 1.8k | 198.36 |
| 2014-06-30 | $389k | 2.0k | 196.96 |
| 2014-03-31 | $372k | 2.0k | 188.35 |
| 2013-12-31 | $367k | 2.0k | 185.82 |
| 2013-09-30 | $410k | 2.4k | 169.07 |
| 2013-06-30 | $390k | 2.4k | 160.82 |