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iShares S&P 500 Index shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co 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 Klingenstein Fields & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 1.9k 576.84
2024-06-30 $1.1M 1.9k 547.34
2024-03-31 $772k 1.5k 525.62
2023-12-31 $711k 1.5k 477.47
2023-09-30 $634k 1.5k 429.31
2023-06-30 $658k 1.5k 445.59
2023-03-31 $413k 1.0k 410.89
2022-12-31 $393k 1.0k 384.17
2022-09-30 $363k 1.0k 358.70