iShares S&P 500 Index shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $770k | 1.7k | 449.24 |
| 2021-12-31 | $625k | 1.3k | 477.10 |
| 2021-09-30 | $641k | 1.5k | 430.78 |
| 2021-06-30 | $700k | 1.6k | 429.71 |
| 2021-03-31 | $683k | 1.7k | 398.02 |
| 2020-12-31 | $1.2M | 3.1k | 375.28 |
| 2020-09-30 | $510k | 1.5k | 336.19 |
| 2020-06-30 | $502k | 1.6k | 309.88 |
| 2020-03-31 | $315k | 1.2k | 258.62 |
| 2019-12-31 | $394k | 1.2k | 323.22 |
| 2019-09-30 | $408k | 1.4k | 298.25 |
| 2019-06-30 | $197k | 668 | 294.91 |
| 2019-03-31 | $189k | 665 | 284.21 |
| 2018-12-31 | $258k | 1.0k | 251.95 |
| 2018-09-30 | $96k | 328 | 292.68 |
| 2018-06-30 | $90k | 328 | 274.39 |
| 2018-03-31 | $28k | 106 | 264.15 |
| 2017-03-31 | $34k | 145 | 234.48 |
| 2016-12-31 | $90k | 400 | 225.00 |
| 2016-09-30 | $87k | 400 | 217.50 |
| 2016-06-30 | $84k | 400 | 210.00 |
| 2016-03-31 | $30k | 145 | 206.90 |
| 2015-12-31 | $30k | 145 | 206.90 |
| 2015-09-30 | $28k | 145 | 193.10 |
| 2015-03-31 | $55k | 264 | 208.33 |
| 2014-12-31 | $30k | 145 | 206.90 |
| 2014-09-30 | $29k | 145 | 200.00 |
| 2013-03-31 | $9.0k | 60 | 150.00 |