iShares S&P 500 Index shares owned by LBA Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by LBA Wealth Management 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 LBA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-03-31 | $2.5M | 10k | 237.31 |
| 2016-12-31 | $2.1M | 9.3k | 224.94 |
| 2016-09-30 | $1.8M | 8.3k | 217.59 |
| 2016-06-30 | $1.5M | 7.0k | 210.47 |
| 2016-03-31 | $1.3M | 6.4k | 206.61 |
| 2015-12-31 | $850k | 4.1k | 204.92 |
| 2015-09-30 | $468k | 2.4k | 192.75 |
| 2015-06-30 | $4.0k | 20 | 200.00 |
| 2015-03-31 | $30k | 146 | 205.48 |
| 2014-12-31 | $30k | 145 | 206.90 |
| 2014-09-30 | $29k | 144 | 201.39 |
| 2014-06-30 | $28k | 144 | 194.44 |
| 2014-03-31 | $27k | 143 | 188.81 |