iShares S&P 500 Index shares owned by LexAurum Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LexAurum Advisors
from 13F filings
Historical chart of LexAurum Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LexAurum Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 2.5k | 477.70 |
| 2023-09-30 | $910k | 2.1k | 429.38 |
| 2023-06-30 | $886k | 2.0k | 445.68 |
| 2023-03-31 | $817k | 2.0k | 411.13 |
| 2022-12-31 | $1.3M | 3.4k | 384.26 |
| 2022-09-30 | $1.3M | 3.6k | 358.80 |
| 2022-06-30 | $1.4M | 3.8k | 379.27 |
| 2022-03-31 | $2.0M | 4.5k | 453.67 |
| 2021-12-31 | $2.7M | 5.6k | 477.04 |
| 2021-09-30 | $2.6M | 6.0k | 430.84 |
| 2021-06-30 | $2.7M | 6.2k | 429.90 |
| 2021-03-31 | $2.4M | 6.1k | 397.90 |
| 2020-12-31 | $2.2M | 5.8k | 375.37 |
| 2020-09-30 | $1.1M | 3.2k | 336.21 |
| 2020-06-30 | $898k | 2.9k | 309.76 |
| 2020-03-31 | $841k | 3.3k | 258.37 |
| 2019-12-31 | $809k | 2.5k | 323.34 |
| 2019-09-30 | $511k | 1.7k | 298.48 |
| 2019-06-30 | $483k | 1.6k | 294.51 |
| 2019-03-31 | $464k | 1.6k | 284.66 |
| 2018-12-31 | $2.0M | 8.0k | 251.59 |
| 2018-09-30 | $389k | 1.3k | 292.70 |
| 2018-06-30 | $601k | 2.2k | 273.06 |
| 2018-03-31 | $505k | 1.8k | 279.93 |
| 2017-12-31 | $505k | 1.8k | 279.93 |