iShares S&P 500 Index shares owned by Lake Street Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.4M | 11k | 576.83 |
| 2024-06-30 | $6.9M | 13k | 547.23 |
| 2024-03-31 | $6.7M | 13k | 525.73 |
| 2023-12-31 | $6.1M | 13k | 477.63 |
| 2023-09-30 | $5.5M | 13k | 430.37 |
| 2023-06-30 | $5.9M | 13k | 445.71 |
| 2023-03-31 | $5.5M | 13k | 411.08 |
| 2022-12-31 | $5.2M | 13k | 384.20 |
| 2022-09-30 | $5.0M | 14k | 358.66 |
| 2022-06-30 | $5.3M | 14k | 379.15 |
| 2022-03-31 | $12M | 27k | 453.70 |
| 2021-09-30 | $4.5M | 10k | 430.84 |
| 2021-06-30 | $4.2M | 9.8k | 432.37 |
| 2021-03-31 | $4.3M | 11k | 397.79 |
| 2020-12-31 | $4.0M | 11k | 375.42 |
| 2020-09-30 | $261k | 776 | 336.34 |
| 2020-06-30 | $225k | 729 | 308.64 |
| 2020-03-31 | $300k | 1.2k | 258.62 |
| 2019-12-31 | $422k | 1.3k | 323.12 |
| 2019-09-30 | $436k | 1.5k | 298.83 |
| 2019-06-30 | $276k | 938 | 294.24 |