iShares S&P 500 Index shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 3.4k | 685.00 |
| 2025-09-30 | $2.3M | 3.5k | 669.31 |
| 2025-06-30 | $2.2M | 3.5k | 620.91 |
| 2025-03-31 | $1.8M | 3.2k | 561.91 |
| 2024-12-31 | $1.9M | 3.3k | 588.64 |
| 2024-09-30 | $1.9M | 3.3k | 576.78 |
| 2024-06-30 | $1.8M | 3.3k | 547.19 |
| 2024-03-31 | $1.9M | 3.6k | 525.70 |
| 2023-12-31 | $1.7M | 3.6k | 477.60 |
| 2023-09-30 | $1.5M | 3.6k | 429.40 |
| 2023-06-30 | $1.6M | 3.5k | 445.71 |
| 2023-03-31 | $1.6M | 3.9k | 411.08 |
| 2022-12-31 | $1.5M | 4.0k | 384.21 |
| 2022-09-30 | $1.4M | 4.0k | 358.63 |
| 2022-06-30 | $1.4M | 3.8k | 379.08 |
| 2022-03-31 | $1.8M | 3.9k | 453.76 |
| 2021-12-31 | $1.9M | 3.9k | 477.08 |
| 2021-09-30 | $1.7M | 3.9k | 430.88 |
| 2021-06-30 | $1.3M | 2.9k | 429.95 |
| 2021-03-31 | $386k | 970 | 397.94 |
| 2020-12-31 | $553k | 1.5k | 375.42 |
| 2020-09-30 | $275k | 819 | 335.78 |
| 2020-06-30 | $485k | 1.6k | 309.51 |
| 2020-03-31 | $615k | 2.4k | 258.51 |
| 2019-12-31 | $1.1M | 3.4k | 323.37 |