iShares S&P 500 Index shares owned by Keystone Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.3M | 9.0k | 477.63 |
| 2023-09-30 | $3.9M | 9.1k | 429.43 |
| 2023-06-30 | $4.0M | 9.0k | 445.71 |
| 2022-12-31 | $3.5M | 9.2k | 384.22 |
| 2022-09-30 | $3.3M | 9.2k | 358.66 |
| 2022-06-30 | $3.6M | 9.6k | 379.10 |
| 2022-03-31 | $4.4M | 9.8k | 453.67 |
| 2021-12-31 | $5.6M | 12k | 477.02 |
| 2021-09-30 | $5.0M | 12k | 430.84 |
| 2021-06-30 | $4.9M | 11k | 429.89 |
| 2021-03-31 | $4.6M | 12k | 397.79 |
| 2020-12-31 | $4.3M | 12k | 375.36 |
| 2020-09-30 | $4.0M | 12k | 336.09 |
| 2020-06-30 | $3.6M | 12k | 309.69 |
| 2020-03-31 | $2.0M | 7.8k | 258.33 |
| 2019-12-31 | $2.8M | 8.6k | 323.27 |
| 2019-09-30 | $1.4M | 4.6k | 298.53 |
| 2019-06-30 | $1.4M | 4.7k | 294.87 |
| 2019-03-31 | $1.3M | 4.5k | 284.46 |
| 2018-12-31 | $1.1M | 4.4k | 251.66 |
| 2018-09-30 | $442k | 1.5k | 293.88 |
| 2018-06-30 | $377k | 1.4k | 273.98 |
| 2018-03-31 | $336k | 1.3k | 259.06 |