iShares S&P 500 Index shares owned by Leverty Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Leverty Financial Group
from 13F filings
Historical chart of Leverty Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Leverty Financial Group 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 Leverty Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 47k | 576.82 |
| 2024-06-30 | $25M | 46k | 547.23 |
| 2024-03-31 | $25M | 47k | 525.73 |
| 2023-12-31 | $23M | 47k | 477.63 |
| 2023-09-30 | $21M | 48k | 429.43 |
| 2023-06-30 | $21M | 48k | 445.71 |
| 2023-03-31 | $20M | 48k | 411.08 |
| 2022-12-31 | $19M | 49k | 384.21 |
| 2022-09-30 | $50M | 140k | 358.82 |
| 2022-06-30 | $52M | 138k | 379.15 |
| 2022-03-31 | $65M | 144k | 453.69 |
| 2021-12-31 | $68M | 143k | 476.99 |