iShares S&P 500 Index shares owned by Lindbrook Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lindbrook Capital
from 13F filings
Historical chart of Lindbrook Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lindbrook Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 16k | 576.82 |
| 2024-06-30 | $3.7M | 6.8k | 547.23 |
| 2024-03-31 | $3.5M | 6.7k | 525.73 |
| 2023-12-31 | $3.3M | 7.0k | 477.63 |
| 2023-09-30 | $2.8M | 6.5k | 429.43 |
| 2023-06-30 | $2.9M | 6.5k | 445.71 |
| 2023-03-31 | $2.7M | 6.5k | 411.08 |
| 2022-12-31 | $4.2M | 11k | 384.21 |
| 2022-09-30 | $2.3M | 6.4k | 358.58 |
| 2022-06-30 | $2.3M | 6.2k | 379.14 |
| 2022-03-31 | $2.0M | 4.3k | 453.70 |
| 2021-12-31 | $2.2M | 4.7k | 476.96 |
| 2021-06-30 | $442k | 1.0k | 429.96 |
| 2021-03-31 | $409k | 1.0k | 397.86 |
| 2020-12-31 | $425k | 1.1k | 375.44 |
| 2020-09-30 | $380k | 1.1k | 335.69 |
| 2020-06-30 | $318k | 1.0k | 309.34 |