iShares S&P 500 Index shares owned by Aspiriant
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $254M | 440k | 576.82 |
| 2024-06-30 | $223M | 408k | 547.24 |
| 2024-03-31 | $186M | 354k | 525.74 |
| 2023-12-31 | $72M | 151k | 477.65 |
| 2023-09-30 | $58M | 135k | 429.45 |
| 2023-06-30 | $53M | 118k | 445.71 |
| 2023-03-31 | $44M | 107k | 411.08 |
| 2022-12-31 | $40M | 104k | 384.21 |
| 2022-09-30 | $37M | 104k | 358.67 |
| 2022-06-30 | $39M | 104k | 379.15 |
| 2022-03-31 | $47M | 104k | 453.63 |
| 2021-12-31 | $50M | 104k | 477.03 |
| 2021-09-30 | $47M | 109k | 430.84 |
| 2021-06-30 | $48M | 112k | 429.92 |
| 2021-03-31 | $36M | 90k | 397.77 |
| 2020-12-31 | $34M | 92k | 375.34 |
| 2020-09-30 | $29M | 88k | 336.03 |
| 2020-06-30 | $28M | 89k | 309.71 |
| 2020-03-31 | $25M | 96k | 258.43 |
| 2019-12-31 | $36M | 111k | 323.25 |
| 2019-09-30 | $33M | 112k | 298.58 |
| 2019-06-30 | $35M | 117k | 294.70 |
| 2019-03-31 | $35M | 123k | 284.58 |
| 2018-12-31 | $31M | 122k | 251.60 |
| 2018-09-30 | $37M | 127k | 292.74 |
| 2018-06-30 | $36M | 131k | 273.05 |
| 2018-03-31 | $38M | 141k | 265.37 |
| 2017-12-31 | $22M | 83k | 268.85 |
| 2017-09-30 | $36M | 143k | 252.93 |
| 2017-06-30 | $37M | 153k | 243.41 |
| 2017-03-31 | $38M | 161k | 237.27 |
| 2016-12-31 | $40M | 178k | 224.99 |
| 2016-09-30 | $45M | 205k | 217.56 |
| 2016-06-30 | $56M | 266k | 210.50 |
| 2016-03-31 | $62M | 299k | 206.65 |
| 2015-12-31 | $72M | 354k | 204.87 |
| 2015-09-30 | $75M | 391k | 192.71 |
| 2015-06-30 | $85M | 408k | 207.22 |
| 2015-03-31 | $95M | 456k | 207.83 |
| 2014-12-31 | $103M | 497k | 206.87 |
| 2014-09-30 | $117M | 589k | 198.26 |
| 2014-06-30 | $127M | 647k | 197.00 |
| 2014-03-31 | $121M | 643k | 188.14 |
| 2013-12-31 | $117M | 627k | 185.65 |
| 2013-09-30 | $98M | 577k | 168.90 |
| 2013-06-30 | $95M | 589k | 160.88 |
| 2013-03-31 | $101M | 641k | 157.36 |
| 2012-12-31 | $80M | 561k | 143.14 |
| 2012-09-30 | $45M | 313k | 144.40 |
| 2012-06-30 | $34M | 246k | 136.75 |
| 2011-09-30 | $12M | 109k | 113.69 |
| 2011-06-30 | $15M | 111k | 132.42 |
| 2011-03-31 | $10M | 76k | 133.01 |