iShares S&P 500 Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 38k | 669.29 |
| 2025-06-30 | $39k | 24k | 1.61 |
| 2025-03-31 | $22M | 39k | 561.90 |
| 2024-12-31 | $23M | 39k | 588.68 |
| 2024-09-30 | $25M | 43k | 576.82 |
| 2024-06-30 | $23M | 43k | 547.23 |
| 2024-03-31 | $22M | 42k | 525.73 |
| 2023-12-31 | $20M | 42k | 477.63 |
| 2023-09-30 | $18M | 42k | 431.42 |
| 2023-06-30 | $19M | 42k | 445.71 |
| 2023-03-31 | $16M | 39k | 411.08 |
| 2022-12-31 | $15M | 40k | 384.21 |
| 2022-09-30 | $1.6M | 4.5k | 358.71 |
| 2022-06-30 | $1.2M | 3.2k | 379.00 |
| 2022-03-31 | $1.5M | 3.2k | 453.82 |
| 2021-12-31 | $1.6M | 3.3k | 477.03 |
| 2021-09-30 | $1.4M | 3.2k | 430.73 |
| 2021-06-30 | $1.4M | 3.2k | 429.80 |
| 2021-03-31 | $1.3M | 3.2k | 397.78 |
| 2020-12-31 | $1.2M | 3.2k | 375.31 |
| 2020-09-30 | $1.1M | 3.3k | 336.20 |
| 2020-06-30 | $916k | 3.0k | 309.56 |
| 2020-03-31 | $765k | 3.0k | 258.53 |
| 2019-12-31 | $4.8M | 15k | 323.25 |
| 2019-09-30 | $4.4M | 15k | 298.49 |
| 2019-06-30 | $4.3M | 15k | 294.76 |
| 2019-03-31 | $5.6M | 20k | 284.54 |
| 2018-12-31 | $4.2M | 17k | 251.95 |
| 2018-09-30 | $4.9M | 17k | 293.98 |
| 2018-06-30 | $4.6M | 17k | 274.33 |
| 2018-03-31 | $4.5M | 17k | 266.99 |
| 2017-12-31 | $4.1M | 15k | 268.84 |
| 2017-09-30 | $1.5M | 6.0k | 243.30 |
| 2017-06-30 | $1.5M | 6.0k | 243.30 |
| 2017-03-31 | $960k | 4.1k | 237.04 |
| 2016-12-31 | $18k | 84 | 214.29 |