iShares S&P 500 Index shares owned by Howard Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Howard Financial Services
from 13F filings
Historical chart of Howard Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Howard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.8k | 525.71 |
| 2023-12-31 | $2.4M | 5.0k | 477.63 |
| 2023-09-30 | $2.0M | 4.7k | 429.43 |
| 2023-03-31 | $446k | 1.1k | 411.08 |
| 2022-12-31 | $661k | 1.7k | 384.21 |
| 2022-09-30 | $893k | 2.5k | 358.49 |
| 2022-06-30 | $1.1M | 3.0k | 379.07 |
| 2022-03-31 | $1.6M | 3.5k | 453.75 |
| 2021-12-31 | $1.8M | 3.8k | 476.87 |
| 2021-09-30 | $1.7M | 3.9k | 430.74 |
| 2021-06-30 | $2.1M | 4.9k | 430.00 |
| 2021-03-31 | $2.2M | 5.7k | 397.74 |
| 2020-12-31 | $2.7M | 7.2k | 375.45 |
| 2020-09-30 | $2.4M | 7.2k | 336.06 |
| 2020-06-30 | $2.4M | 7.7k | 309.66 |
| 2020-03-31 | $2.0M | 7.7k | 258.42 |
| 2019-12-31 | $3.8M | 12k | 323.26 |
| 2019-09-30 | $3.4M | 11k | 298.53 |
| 2019-06-30 | $3.4M | 11k | 294.78 |
| 2019-03-31 | $2.7M | 9.5k | 284.54 |
| 2018-12-31 | $1.0M | 4.1k | 251.57 |