iShares S&P 500 Index shares owned by David Allen
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by David Allen
from 13F filings
Historical chart of David Allen investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by David Allen
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 2.9k | 429.40 |
| 2023-06-30 | $20M | 46k | 445.71 |
| 2023-03-31 | $15M | 37k | 411.08 |
| 2022-12-31 | $41M | 107k | 384.21 |
| 2022-09-30 | $835k | 2.3k | 358.83 |
| 2022-06-30 | $14M | 36k | 379.15 |
| 2022-03-31 | $3.0M | 6.6k | 453.69 |
| 2021-12-31 | $25M | 53k | 476.98 |
| 2021-09-30 | $17M | 40k | 430.83 |
| 2021-06-30 | $19M | 45k | 429.92 |
| 2021-03-31 | $15M | 37k | 397.83 |
| 2020-12-31 | $13M | 34k | 375.40 |
| 2020-09-30 | $52k | 154 | 337.66 |
| 2020-06-30 | $10M | 34k | 309.68 |
| 2020-03-31 | $8.1M | 31k | 258.42 |
| 2019-12-31 | $14M | 42k | 323.23 |
| 2019-09-30 | $31M | 106k | 294.75 |
| 2019-06-30 | $46M | 156k | 294.75 |
| 2019-03-31 | $8.3M | 29k | 284.55 |
| 2018-12-31 | $51M | 203k | 251.61 |
| 2018-09-30 | $16M | 55k | 292.73 |
| 2018-06-30 | $13M | 47k | 273.04 |
| 2018-03-31 | $2.3M | 8.5k | 265.40 |
| 2017-12-31 | $3.3M | 12k | 268.85 |
| 2017-09-30 | $2.8M | 11k | 252.90 |
| 2017-06-30 | $11M | 45k | 243.40 |
| 2017-03-31 | $13M | 54k | 237.27 |
| 2016-12-31 | $4.0M | 18k | 224.99 |
| 2016-09-30 | $24M | 111k | 217.56 |
| 2016-06-30 | $4.2M | 20k | 210.49 |
| 2016-03-31 | $7.1M | 34k | 206.66 |
| 2015-12-31 | $29M | 143k | 204.87 |
| 2015-09-30 | $14M | 72k | 192.72 |
| 2015-06-30 | $4.4M | 21k | 207.23 |
| 2015-03-31 | $10M | 49k | 207.82 |
| 2014-12-31 | $13M | 64k | 206.87 |
| 2014-09-30 | $54M | 275k | 198.26 |
| 2014-06-30 | $48M | 243k | 197.00 |
| 2014-03-31 | $58M | 309k | 188.17 |
| 2013-12-31 | $46M | 249k | 185.65 |
| 2013-09-30 | $50M | 296k | 168.90 |
| 2013-06-30 | $37M | 228k | 160.88 |
| 2013-03-31 | $61M | 389k | 157.36 |
| 2012-12-31 | $68M | 476k | 143.14 |
| 2012-09-30 | $42M | 292k | 144.40 |
| 2012-06-30 | $76M | 554k | 136.75 |
| 2012-03-31 | $76M | 535k | 141.21 |
| 2011-12-31 | $30M | 236k | 125.96 |
| 2011-09-30 | $50M | 436k | 113.69 |
| 2011-06-30 | $57M | 428k | 132.42 |
| 2011-03-31 | $48M | 358k | 133.01 |
| 2010-12-31 | $2.1M | 17k | 126.24 |