iShares S&P 500 Index shares owned by Key FInancial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Key FInancial
from 13F filings
Historical chart of Key FInancial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Key FInancial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.2k | 669.52 |
| 2025-06-30 | $2.4M | 3.9k | 620.93 |
| 2025-03-31 | $2.2M | 3.9k | 561.92 |
| 2024-12-31 | $2.3M | 3.9k | 588.69 |
| 2024-09-30 | $2.3M | 4.0k | 576.82 |
| 2024-06-30 | $2.2M | 4.0k | 547.22 |
| 2024-03-31 | $1.7M | 3.5k | 477.61 |
| 2023-12-31 | $1.7M | 3.5k | 477.61 |
| 2023-09-30 | $1.5M | 3.5k | 429.39 |
| 2023-06-30 | $1.5M | 3.4k | 445.67 |
| 2023-03-31 | $1.5M | 3.5k | 411.04 |
| 2022-12-31 | $1.3M | 3.8k | 358.70 |
| 2022-09-30 | $1.3M | 3.8k | 358.78 |
| 2022-06-30 | $1.4M | 3.6k | 383.24 |
| 2022-03-31 | $1.7M | 3.7k | 453.71 |
| 2021-12-31 | $1.7M | 3.6k | 476.95 |
| 2021-09-30 | $1.6M | 3.7k | 430.88 |
| 2021-06-30 | $1.7M | 3.9k | 440.27 |
| 2021-03-31 | $1.5M | 3.9k | 397.79 |
| 2020-12-31 | $1.5M | 4.0k | 375.28 |
| 2020-09-30 | $1.2M | 3.7k | 336.13 |
| 2020-06-30 | $683k | 2.2k | 305.59 |
| 2020-03-31 | $586k | 2.2k | 262.19 |
| 2019-12-31 | $923k | 2.9k | 323.07 |