iShares S&P 500 Index shares owned by Lantz Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 57k | 576.82 |
| 2024-06-30 | $31M | 58k | 547.23 |
| 2024-03-31 | $31M | 59k | 525.73 |
| 2023-12-31 | $31M | 65k | 477.63 |
| 2023-09-30 | $25M | 59k | 429.43 |
| 2023-06-30 | $24M | 54k | 445.71 |
| 2023-03-31 | $22M | 53k | 411.08 |
| 2022-12-31 | $20M | 53k | 384.21 |
| 2022-09-30 | $18M | 51k | 358.64 |
| 2022-06-30 | $18M | 48k | 379.15 |
| 2022-03-31 | $21M | 46k | 453.69 |
| 2021-12-31 | $20M | 41k | 476.99 |
| 2021-09-30 | $16M | 38k | 430.82 |
| 2021-06-30 | $16M | 37k | 429.91 |
| 2021-03-31 | $13M | 34k | 397.82 |
| 2020-12-31 | $13M | 34k | 375.40 |
| 2020-09-30 | $11M | 34k | 336.06 |
| 2020-06-30 | $10M | 33k | 309.68 |
| 2020-03-31 | $11M | 43k | 258.41 |
| 2019-12-31 | $14M | 43k | 323.25 |
| 2019-09-30 | $13M | 43k | 289.64 |
| 2019-06-30 | $13M | 43k | 298.22 |
| 2019-03-31 | $12M | 44k | 284.57 |