iShares S&P 500 Index shares owned by Lavaca Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lavaca Capital
from 13F filings
Historical chart of Lavaca Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lavaca Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 3.8k | 477.63 |
| 2023-09-30 | $5.9M | 14k | 429.44 |
| 2023-06-30 | $5.5M | 12k | 445.73 |
| 2023-03-31 | $5.0M | 12k | 411.08 |
| 2022-12-31 | $5.2M | 14k | 384.21 |
| 2022-09-30 | $1.2M | 3.4k | 358.78 |
| 2022-06-30 | $1.3M | 3.4k | 379.06 |
| 2022-03-31 | $1.5M | 3.3k | 453.54 |
| 2021-12-31 | $2.4M | 5.0k | 477.05 |
| 2021-09-30 | $2.2M | 5.0k | 430.76 |
| 2021-06-30 | $2.2M | 5.0k | 429.96 |
| 2021-03-31 | $2.0M | 5.0k | 397.88 |
| 2020-12-31 | $1.6M | 4.3k | 375.49 |
| 2020-09-30 | $1.6M | 4.7k | 335.97 |
| 2020-06-30 | $445k | 1.4k | 309.67 |