iShares S&P 500 Index shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $8.2M | 24k | 336.04 |
| 2020-06-30 | $7.4M | 24k | 309.68 |
| 2020-03-31 | $5.6M | 22k | 258.42 |
| 2019-12-31 | $6.5M | 20k | 323.23 |
| 2019-09-30 | $5.8M | 20k | 298.52 |
| 2019-06-30 | $5.8M | 20k | 294.77 |
| 2019-03-31 | $4.0M | 14k | 284.55 |
| 2018-12-31 | $873k | 3.0k | 292.76 |
| 2018-09-30 | $873k | 3.0k | 292.76 |
| 2018-06-30 | $951k | 3.5k | 273.04 |
| 2018-03-31 | $895k | 3.4k | 265.42 |
| 2017-12-31 | $5.4M | 21k | 252.96 |
| 2017-09-30 | $5.4M | 21k | 252.96 |
| 2017-06-30 | $1.3M | 5.2k | 243.33 |
| 2017-03-31 | $1.1M | 4.5k | 237.21 |
| 2016-12-31 | $843k | 3.7k | 224.98 |
| 2016-09-30 | $423k | 1.9k | 217.37 |
| 2016-06-30 | $386k | 1.8k | 210.58 |
| 2016-03-31 | $372k | 1.8k | 206.44 |
| 2015-12-31 | $348k | 1.7k | 204.83 |
| 2015-09-30 | $396k | 2.1k | 192.89 |
| 2015-06-30 | $395k | 1.9k | 207.35 |
| 2015-03-31 | $1.9M | 9.3k | 207.87 |
| 2014-12-31 | $2.5M | 12k | 206.89 |
| 2014-09-30 | $1.8M | 8.9k | 198.22 |
| 2014-06-30 | $2.0M | 10k | 197.04 |
| 2014-03-31 | $1.3M | 6.8k | 188.20 |
| 2013-12-31 | $2.1M | 11k | 185.62 |
| 2013-09-30 | $11M | 66k | 168.90 |