Kurt F. Somerville »

iShares S&P 500 Index shares owned by Kurt F. Somerville

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

Historical chart of Kurt F. Somerville investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Kurt F. Somerville 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 Kurt F. Somerville

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 2.7k 576.82
2024-06-30 $1.4M 2.5k 547.22
2024-03-31 $1.5M 2.9k 525.73
2023-12-31 $1.9M 4.0k 477.63
2023-09-30 $3.2M 7.6k 429.44
2023-06-30 $3.4M 7.6k 445.71
2023-03-31 $3.1M 7.6k 411.07
2022-12-31 $2.9M 7.6k 384.22
2022-09-30 $2.8M 7.7k 365.85
2022-06-30 $2.9M 7.7k 379.11
2022-03-31 $3.5M 7.7k 453.66
2021-12-31 $3.7M 7.7k 476.95
2021-09-30 $484k 1.1k 430.99
2021-06-30 $483k 1.1k 430.10
2021-03-31 $447k 1.1k 398.04
2020-12-31 $422k 1.1k 375.78
2020-09-30 $374k 1.1k 333.33
2020-06-30 $310k 1.0k 310.00
2020-03-31 $258k 1.0k 258.00
2019-12-31 $323k 1.0k 323.00
2019-09-30 $299k 1.0k 299.00
2019-06-30 $295k 1.0k 295.00
2019-03-31 $285k 1.0k 285.00
2018-12-31 $252k 1.0k 252.00
2018-09-30 $703k 2.4k 293.00
2018-06-30 $655k 2.4k 273.00
2018-03-31 $636k 2.4k 265.00
2017-12-31 $645k 2.4k 269.00
2017-09-30 $669k 2.6k 252.80
2017-06-30 $644k 2.6k 243.20
2017-03-31 $664k 2.8k 237.48
2016-12-31 $630k 2.8k 225.32
2016-09-30 $608k 2.8k 217.45
2016-06-30 $588k 2.8k 210.30
2016-03-31 $578k 2.8k 206.72
2015-12-31 $572k 2.8k 204.58
2015-09-30 $539k 2.8k 192.78
2015-06-30 $579k 2.8k 207.08
2015-03-31 $581k 2.8k 207.80
2014-12-31 $578k 2.8k 206.72
2014-09-30 $277k 1.4k 198.14
2014-06-30 $275k 1.4k 196.71
2014-03-31 $263k 1.4k 188.13
2013-12-31 $260k 1.4k 185.98
2013-09-30 $236k 1.4k 168.81