iShares S&P 500 Index shares owned by Lgl Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lgl Partners
from 13F filings
Historical chart of Lgl Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lgl Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $64M | 121k | 525.73 |
| 2023-12-31 | $36M | 75k | 477.63 |
| 2023-09-30 | $9.9M | 23k | 429.43 |
| 2023-06-30 | $9.1M | 20k | 445.71 |
| 2023-03-31 | $8.3M | 20k | 411.08 |
| 2022-12-31 | $8.2M | 21k | 384.22 |
| 2022-09-30 | $6.2M | 17k | 358.67 |
| 2022-06-30 | $6.2M | 16k | 379.17 |
| 2022-03-31 | $7.1M | 16k | 453.73 |
| 2021-12-31 | $6.6M | 14k | 477.01 |
| 2021-09-30 | $5.7M | 13k | 430.87 |
| 2021-06-30 | $5.0M | 12k | 429.87 |
| 2021-03-31 | $4.4M | 11k | 397.81 |
| 2020-12-31 | $3.8M | 10k | 375.43 |
| 2020-09-30 | $3.3M | 9.8k | 336.06 |
| 2020-06-30 | $4.1M | 13k | 309.72 |
| 2020-03-31 | $4.5M | 18k | 258.41 |
| 2019-12-31 | $7.1M | 22k | 323.22 |
| 2019-09-30 | $7.4M | 25k | 298.55 |
| 2019-06-30 | $7.4M | 25k | 294.76 |
| 2019-03-31 | $7.4M | 26k | 284.57 |
| 2018-12-31 | $6.4M | 26k | 251.63 |
| 2018-09-30 | $9.6M | 33k | 292.72 |
| 2018-06-30 | $8.6M | 31k | 273.05 |
| 2018-03-31 | $5.7M | 22k | 265.35 |
| 2017-12-31 | $5.1M | 19k | 268.85 |
| 2017-06-30 | $3.1M | 13k | 243.39 |
| 2017-03-31 | $3.0M | 13k | 237.31 |
| 2016-12-31 | $2.9M | 13k | 224.99 |
| 2016-09-30 | $3.3M | 15k | 216.89 |
| 2016-06-30 | $3.2M | 15k | 210.70 |
| 2016-03-31 | $3.2M | 15k | 206.65 |
| 2015-12-31 | $3.1M | 15k | 204.89 |