iShares S&P 500 Index shares owned by Kuntz Lesher Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kuntz Lesher Capital
from 13F filings
Historical chart of Kuntz Lesher Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kuntz Lesher Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $217M | 376k | 576.82 |
| 2024-06-30 | $201M | 367k | 547.23 |
| 2024-03-31 | $186M | 354k | 525.73 |
| 2023-12-31 | $157M | 329k | 477.63 |
| 2023-09-30 | $132M | 306k | 429.43 |
| 2023-06-30 | $132M | 295k | 445.71 |
| 2023-03-31 | $115M | 280k | 411.08 |
| 2022-12-31 | $104M | 270k | 384.21 |
| 2022-09-30 | $88M | 244k | 358.65 |
| 2022-06-30 | $84M | 222k | 379.15 |
| 2022-03-31 | $96M | 212k | 453.69 |
| 2021-12-31 | $94M | 198k | 476.99 |
| 2021-09-30 | $84M | 194k | 430.82 |
| 2021-06-30 | $82M | 191k | 429.92 |
| 2021-03-31 | $77M | 193k | 397.82 |
| 2020-12-31 | $72M | 193k | 375.39 |
| 2020-09-30 | $65M | 193k | 336.06 |
| 2020-06-30 | $59M | 190k | 309.69 |
| 2020-03-31 | $42M | 163k | 258.40 |
| 2019-12-31 | $40M | 124k | 323.24 |
| 2019-09-30 | $38M | 126k | 298.51 |
| 2019-06-30 | $37M | 126k | 294.76 |
| 2019-03-31 | $34M | 118k | 284.57 |
| 2018-12-31 | $25M | 99k | 251.63 |
| 2018-09-30 | $23M | 80k | 292.73 |
| 2018-06-30 | $21M | 77k | 273.17 |
| 2018-03-31 | $19M | 70k | 265.34 |
| 2017-12-31 | $15M | 57k | 268.74 |
| 2017-09-30 | $11M | 42k | 252.98 |
| 2017-06-30 | $6.9M | 28k | 243.21 |
| 2017-03-31 | $5.4M | 38k | 144.32 |
| 2016-12-31 | $1.3M | 6.0k | 224.97 |
| 2016-09-30 | $879k | 4.0k | 217.63 |
| 2016-06-30 | $571k | 2.7k | 211.87 |
| 2015-09-30 | $216k | 1.1k | 192.86 |
| 2015-06-30 | $230k | 1.1k | 206.83 |
| 2015-03-31 | $556k | 2.7k | 207.77 |
| 2014-12-31 | $552k | 2.7k | 206.90 |
| 2014-09-30 | $524k | 2.6k | 198.41 |
| 2014-06-30 | $520k | 2.6k | 197.12 |
| 2014-03-31 | $496k | 2.6k | 188.24 |