iShares S&P 500 Index shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $13M | 30k | 429.43 |
| 2023-06-30 | $13M | 29k | 445.69 |
| 2023-03-31 | $12M | 29k | 411.09 |
| 2022-12-31 | $9.9M | 26k | 384.21 |
| 2022-09-30 | $15M | 42k | 358.64 |
| 2022-06-30 | $11M | 28k | 379.14 |
| 2022-03-31 | $11M | 25k | 453.71 |
| 2021-12-31 | $9.4M | 20k | 477.01 |
| 2021-09-30 | $8.2M | 19k | 430.86 |
| 2021-06-30 | $8.3M | 19k | 446.72 |
| 2021-03-31 | $7.4M | 19k | 397.83 |
| 2020-12-31 | $7.0M | 19k | 375.40 |
| 2020-09-30 | $6.3M | 19k | 336.06 |
| 2020-06-30 | $5.9M | 19k | 309.68 |
| 2020-03-31 | $4.4M | 17k | 258.42 |
| 2019-12-31 | $6.2M | 19k | 323.22 |
| 2019-09-30 | $5.5M | 18k | 298.52 |
| 2019-06-30 | $1.5M | 5.1k | 294.64 |
| 2019-03-31 | $1.3M | 4.5k | 284.61 |
| 2018-12-31 | $1.0M | 4.2k | 251.68 |
| 2018-06-30 | $204k | 747 | 273.09 |
| 2017-12-31 | $296k | 1.1k | 269.34 |
More positions owned by Lake Street Advisors Group
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