iShares S&P 500 Index shares owned by Lighthouse Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lighthouse Financial Advisors
from 13F filings
Historical chart of Lighthouse Financial Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Lighthouse Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Lighthouse Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-03-31 | $1.7M | 4.3k | 397.71 |
2020-12-31 | $1.6M | 4.2k | 375.30 |
2020-09-30 | $1.6M | 4.7k | 335.94 |
2020-06-30 | $1.3M | 4.6k | 291.77 |
2020-03-31 | $427k | 1.7k | 258.16 |
2019-12-31 | $576k | 1.8k | 323.86 |
More positions owned by Lighthouse Financial Advisors
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