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iShares S&P 500 Index shares owned by Larson Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Larson Financial Group 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 Larson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 9.5k 576.81
2024-06-30 $5.1M 9.3k 547.23
2024-03-31 $4.1M 7.7k 525.72
2023-12-31 $1.6M 3.4k 477.62
2023-09-30 $1.7M 3.8k 429.44
2023-06-30 $1.5M 3.4k 445.73
2023-03-31 $1.5M 3.7k 411.13
2022-12-31 $1.4M 3.5k 384.25
2022-09-30 $1.3M 3.6k 358.67
2022-06-30 $1.4M 3.7k 379.10
2022-03-31 $1.9M 4.1k 453.60
2021-12-31 $1.9M 4.0k 476.84
2021-09-30 $1.7M 4.0k 430.77
2021-06-30 $1.7M 4.0k 429.82
2021-03-31 $1.5M 4.1k 375.43
2020-12-31 $1.5M 4.1k 375.43
2020-09-30 $1.4M 4.2k 335.96
2020-06-30 $1.2M 4.0k 309.62
2020-03-31 $1.2M 4.6k 258.45
2019-12-31 $1.3M 4.0k 323.15
2019-09-30 $1.2M 4.1k 298.42
2019-06-30 $1.2M 4.2k 294.62
2019-03-31 $1.2M 4.7k 251.70
2018-12-31 $1.2M 4.7k 251.70
2018-09-30 $1.4M 4.7k 292.63
2018-06-30 $1.3M 4.9k 272.97
2018-03-31 $1.4M 5.4k 265.43
2017-12-31 $7.1M 27k 268.86