iShares S&P 500 Index shares owned by Liberty Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Liberty Capital Management
from 13F filings
Historical chart of Liberty Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Liberty Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 5.2k | 576.82 |
| 2024-06-30 | $2.9M | 5.2k | 547.23 |
| 2024-03-31 | $2.4M | 4.5k | 525.73 |
| 2023-12-31 | $2.5M | 5.2k | 477.63 |
| 2023-09-30 | $2.8M | 6.6k | 429.43 |
| 2023-06-30 | $2.7M | 6.1k | 445.71 |
| 2023-03-31 | $2.4M | 5.8k | 411.08 |
| 2022-12-31 | $2.2M | 5.8k | 384.21 |
| 2022-09-30 | $2.2M | 6.0k | 358.68 |
| 2022-06-30 | $2.3M | 6.0k | 379.14 |
| 2022-03-31 | $2.7M | 6.0k | 453.67 |
| 2021-12-31 | $2.9M | 6.0k | 476.96 |
| 2021-09-30 | $2.6M | 6.0k | 430.88 |
| 2021-06-30 | $2.6M | 6.0k | 429.88 |
| 2021-03-31 | $2.4M | 6.0k | 397.77 |
| 2020-12-31 | $2.3M | 6.0k | 375.31 |
| 2020-06-30 | $1.9M | 6.0k | 309.77 |
| 2020-03-31 | $1.6M | 6.0k | 258.43 |
| 2019-12-31 | $2.7M | 8.4k | 323.19 |
| 2019-09-30 | $2.1M | 7.1k | 298.55 |
| 2019-06-30 | $2.1M | 7.1k | 294.73 |
| 2019-03-31 | $1.3M | 4.7k | 284.60 |
| 2018-12-31 | $1.2M | 4.7k | 251.59 |
| 2018-09-30 | $213k | 726 | 293.39 |
| 2018-06-30 | $1.3M | 4.7k | 272.96 |
| 2018-03-31 | $1.3M | 4.7k | 265.34 |
| 2017-12-31 | $203k | 726 | 279.61 |
| 2017-09-30 | $1.3M | 4.9k | 258.83 |
| 2017-06-30 | $150k | 616 | 243.51 |
| 2017-03-31 | $1.1M | 4.8k | 237.33 |
| 2016-12-31 | $140k | 616 | 227.27 |
| 2016-09-30 | $1.1M | 5.0k | 215.87 |
| 2016-06-30 | $916k | 4.4k | 210.57 |
| 2016-03-31 | $899k | 4.4k | 206.67 |
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