iShares S&P 500 Index shares owned by Lincoln Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lincoln Capital
from 13F filings
Historical chart of Lincoln Capital 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 Lincoln Capital 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 Lincoln Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $4.5M | 7.7k | 588.67 |
2024-09-30 | $4.5M | 7.8k | 576.84 |
2024-06-30 | $4.3M | 7.9k | 547.21 |
2024-03-31 | $4.0M | 7.6k | 525.74 |
2023-12-31 | $1.3M | 2.6k | 477.58 |
2023-09-30 | $1.1M | 2.6k | 429.46 |
2023-06-30 | $1.2M | 2.7k | 445.74 |
2023-03-31 | $1.2M | 3.0k | 411.08 |
2022-12-31 | $972k | 2.5k | 384.21 |
2022-09-30 | $813k | 2.3k | 358.78 |
2022-06-30 | $886k | 2.3k | 379.28 |
2022-03-31 | $1.1M | 2.3k | 453.58 |
2021-12-31 | $2.0M | 4.1k | 477.10 |
2021-09-30 | $1.0M | 2.3k | 431.01 |
2021-06-30 | $1.1M | 2.5k | 430.12 |
2021-03-31 | $1.1M | 2.9k | 397.89 |
2020-12-31 | $1.0M | 2.7k | 375.41 |
2020-09-30 | $929k | 2.8k | 336.23 |
2020-06-30 | $858k | 2.8k | 309.64 |
2020-03-31 | $754k | 2.9k | 258.31 |
2019-03-31 | $2.7M | 9.6k | 284.58 |