iShares S&P 500 Index shares owned by Lehman & Derafelo Financial Resources
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lehman & Derafelo Financial Resources
from 13F filings
Historical chart of Lehman & Derafelo Financial Resources investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lehman & Derafelo Financial Resources consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Lehman & Derafelo Financial Resources
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $4.7M | 12k | 384.22 |
2022-09-30 | $8.6M | 24k | 358.66 |
2022-06-30 | $2.1M | 5.6k | 379.23 |
2022-03-31 | $2.5M | 5.6k | 453.74 |
2021-12-31 | $2.5M | 5.2k | 476.96 |
2021-09-30 | $2.3M | 5.2k | 430.89 |
2021-06-30 | $12M | 27k | 429.94 |
2021-03-31 | $11M | 27k | 397.83 |
2020-12-31 | $10M | 27k | 375.38 |
2020-09-30 | $9.0M | 27k | 336.06 |
2020-06-30 | $8.3M | 27k | 309.70 |
2020-03-31 | $8.5M | 33k | 258.41 |
2019-12-31 | $11M | 33k | 323.24 |
2019-09-30 | $9.7M | 33k | 298.53 |
2019-06-30 | $9.8M | 33k | 300.10 |
2019-03-31 | $9.3M | 33k | 284.56 |
2018-12-31 | $8.2M | 33k | 251.63 |
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