iShares S&P 500 Index shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 12k | 477.65 |
| 2023-09-30 | $5.2M | 12k | 429.43 |
| 2023-06-30 | $4.7M | 11k | 445.71 |
| 2023-03-31 | $4.1M | 10k | 411.08 |
| 2022-12-31 | $3.6M | 9.4k | 384.21 |
| 2022-09-30 | $2.9M | 8.1k | 358.63 |
| 2022-06-30 | $2.8M | 7.4k | 379.13 |
| 2022-03-31 | $3.4M | 7.5k | 453.65 |
| 2021-12-31 | $3.4M | 7.1k | 477.00 |
| 2021-09-30 | $2.9M | 6.7k | 430.86 |
| 2021-06-30 | $2.7M | 6.2k | 429.93 |
| 2021-03-31 | $2.5M | 6.4k | 397.75 |
| 2020-12-31 | $2.2M | 5.9k | 375.34 |
| 2020-09-30 | $1.9M | 5.6k | 336.05 |
| 2019-12-31 | $2.4M | 7.4k | 323.25 |
| 2019-09-30 | $2.2M | 7.5k | 298.56 |
| 2019-06-30 | $2.5M | 8.4k | 294.70 |
| 2019-03-31 | $2.3M | 8.2k | 284.59 |
| 2018-12-31 | $1.5M | 6.0k | 251.65 |
| 2018-09-30 | $2.7M | 9.3k | 292.66 |
| 2018-06-30 | $2.3M | 8.1k | 281.42 |
| 2018-03-31 | $2.2M | 8.2k | 266.95 |
| 2017-12-31 | $2.7M | 10k | 268.84 |