iShares S&P 500 Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov 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 Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 3.1k | 576.82 |
| 2024-06-30 | $1.5M | 2.8k | 547.23 |
| 2024-03-31 | $1.6M | 3.1k | 525.73 |
| 2023-12-31 | $1.4M | 2.9k | 477.63 |
| 2023-09-30 | $1.3M | 3.1k | 429.43 |
| 2023-06-30 | $1.5M | 3.3k | 445.71 |
| 2023-03-31 | $1.3M | 3.1k | 411.08 |
| 2022-12-31 | $1.4M | 3.5k | 384.21 |
| 2022-09-30 | $683k | 1.9k | 358.91 |
| 2022-06-30 | $927k | 2.4k | 378.99 |
| 2016-06-30 | $4.2k | 20 | 211.15 |