iShares S&P 500 Index shares owned by Altfest L J & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $659k | 1.3k | 525.52 |
| 2023-12-31 | $587k | 1.2k | 478.01 |
| 2023-09-30 | $498k | 1.2k | 428.94 |
| 2023-06-30 | $519k | 1.2k | 445.88 |
| 2023-03-31 | $464k | 1.1k | 411.35 |
| 2022-12-31 | $434k | 1.1k | 384.41 |
| 2022-09-30 | $480k | 1.3k | 358.48 |
| 2022-06-30 | $474k | 1.3k | 379.20 |
| 2022-03-31 | $505k | 1.1k | 453.73 |
| 2021-12-31 | $469k | 983 | 477.11 |
| 2021-09-30 | $460k | 1.1k | 430.31 |
| 2021-06-30 | $439k | 1.0k | 429.97 |
| 2021-03-31 | $405k | 1.0k | 397.45 |
| 2020-12-31 | $442k | 1.2k | 375.53 |
| 2020-09-30 | $546k | 1.6k | 336.21 |
| 2020-06-30 | $12M | 38k | 309.69 |
| 2020-03-31 | $9.4M | 36k | 258.39 |
| 2017-03-31 | $1.5M | 6.5k | 237.29 |