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iShares S&P 500 Index shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $302M 523k 576.82
2024-06-30 $281M 513k 547.23
2024-03-31 $264M 502k 525.73
2023-12-31 $237M 496k 477.63
2023-09-30 $208M 484k 429.43
2023-06-30 $210M 471k 445.71
2023-03-31 $190M 462k 411.08
2022-12-31 $172M 449k 384.21
2022-09-30 $157M 438k 358.65
2022-06-30 $181M 477k 379.15
2022-03-31 $209M 460k 453.69
2021-12-31 $213M 447k 476.99
2021-09-30 $186M 431k 430.82
2021-06-30 $179M 417k 429.92
2021-03-31 $161M 404k 397.82
2020-12-31 $140M 372k 375.39
2020-09-30 $113M 336k 336.06
2020-06-30 $102M 328k 309.69
2020-03-31 $79M 304k 258.40
2019-12-31 $125M 387k 323.24
2019-09-30 $104M 349k 298.52
2019-06-30 $22M 73k 294.75
2019-03-31 $86M 300k 284.56
2018-12-31 $74M 292k 251.61
2018-09-30 $78M 266k 292.73
2018-06-30 $71M 258k 273.05
2018-03-31 $65M 246k 265.37
2017-12-31 $62M 232k 268.85
2017-09-30 $58M 229k 252.93
2017-06-30 $53M 216k 243.41
2017-03-31 $48M 204k 237.27
2016-12-31 $41M 182k 224.99
2016-09-30 $37M 171k 217.56
2016-06-30 $32M 153k 210.50
2016-03-31 $24M 116k 206.65
2015-12-31 $19M 92k 204.87
2015-09-30 $24M 125k 192.71
2015-06-30 $23M 112k 207.22
2015-03-31 $17M 80k 207.83
2014-12-31 $14M 69k 206.86