iShares S&P 500 Index shares owned by Goodman Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Goodman Financial
from 13F filings
Historical chart of Goodman Financial investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Goodman Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares S&P 500 Index by Goodman Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $3.5M | 6.0k | 588.68 |
2024-09-30 | $3.5M | 6.0k | 576.82 |
2024-06-30 | $3.3M | 6.1k | 547.23 |
2024-03-31 | $238k | 453 | 525.73 |
2023-12-31 | $231k | 483 | 477.63 |
2023-09-30 | $207k | 483 | 429.43 |
2023-06-30 | $239k | 535 | 445.71 |
2023-03-31 | $220k | 535 | 411.08 |
2022-12-31 | $206k | 535 | 384.21 |
2022-06-30 | $206k | 544 | 378.68 |
2022-03-31 | $247k | 544 | 454.04 |
2021-12-31 | $259k | 544 | 476.10 |
2021-09-30 | $237k | 550 | 430.91 |
2021-06-30 | $242k | 563 | 429.84 |
2021-03-31 | $252k | 633 | 398.10 |
2020-12-31 | $247k | 658 | 375.38 |
2020-09-30 | $230k | 683 | 336.75 |
2020-06-30 | $212k | 683 | 310.40 |
2020-03-31 | $212k | 819 | 258.85 |
2019-12-31 | $314k | 970 | 323.71 |
2019-09-30 | $290k | 970 | 298.97 |
2019-06-30 | $315k | 1.1k | 294.39 |
2019-03-31 | $340k | 1.2k | 284.52 |
2018-12-31 | $312k | 1.2k | 251.41 |
2018-09-30 | $363k | 1.2k | 292.51 |
2018-06-30 | $343k | 1.3k | 272.66 |
2018-03-31 | $351k | 1.3k | 265.71 |
2017-12-31 | $1.9M | 7.1k | 268.90 |
2017-09-30 | $2.3M | 9.2k | 252.95 |
2017-06-30 | $2.2M | 9.0k | 243.44 |
2017-03-31 | $2.0M | 8.4k | 237.29 |
2016-12-31 | $2.1M | 9.2k | 224.95 |
2016-09-30 | $2.0M | 9.0k | 217.54 |
2016-06-30 | $1.8M | 8.6k | 210.53 |
2016-03-31 | $1.6M | 7.5k | 206.59 |
2015-12-31 | $1.7M | 8.3k | 204.88 |
2015-09-30 | $1.6M | 8.5k | 192.77 |
2015-06-30 | $1.3M | 6.1k | 207.24 |
2015-03-31 | $1.2M | 5.9k | 207.91 |
2014-09-30 | $341k | 1.7k | 198.26 |