iShares S&P 500 Index shares owned by Krilogy Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Krilogy Financial
from 13F filings
Historical chart of Krilogy Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Krilogy Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 12k | 680.93 |
| 2023-03-31 | $1.4M | 3.4k | 411.03 |
| 2022-12-31 | $1.3M | 3.5k | 384.26 |
| 2022-09-30 | $1.2M | 3.3k | 358.73 |
| 2022-06-30 | $949k | 2.5k | 379.15 |
| 2022-03-31 | $1.5M | 3.4k | 453.87 |
| 2021-12-31 | $1.7M | 3.6k | 477.10 |
| 2021-09-30 | $4.1M | 9.6k | 430.84 |
| 2021-06-30 | $4.1M | 9.6k | 429.90 |
| 2021-03-31 | $3.7M | 9.3k | 397.82 |
| 2020-12-31 | $3.5M | 9.3k | 375.35 |
| 2020-09-30 | $3.0M | 8.9k | 336.03 |
| 2020-06-30 | $3.4M | 11k | 309.73 |
| 2020-03-31 | $2.0M | 7.7k | 258.36 |
| 2019-12-31 | $2.4M | 7.3k | 323.23 |
| 2019-09-30 | $2.2M | 7.3k | 298.47 |
| 2019-06-30 | $2.2M | 7.4k | 294.74 |
| 2019-03-31 | $2.0M | 7.2k | 284.52 |
| 2018-12-31 | $1.7M | 6.7k | 251.63 |
| 2018-09-30 | $2.0M | 6.7k | 292.71 |
| 2018-06-30 | $1.7M | 6.3k | 272.97 |
| 2018-03-31 | $1.7M | 6.3k | 265.32 |
| 2017-12-31 | $1.7M | 6.3k | 268.80 |
| 2017-09-30 | $5.0M | 20k | 252.92 |
| 2017-06-30 | $4.7M | 19k | 243.39 |
| 2017-03-31 | $4.7M | 21k | 225.00 |
| 2016-12-31 | $4.7M | 21k | 225.00 |
| 2016-09-30 | $4.6M | 21k | 217.55 |
| 2016-06-30 | $4.5M | 21k | 210.50 |
| 2016-03-31 | $4.0M | 19k | 206.64 |
| 2015-09-30 | $1.2M | 6.4k | 192.68 |