iShares S&P 500 Index shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.0k | 669.33 |
| 2025-06-30 | $1.4M | 2.2k | 620.87 |
| 2025-03-31 | $1.7M | 3.0k | 561.86 |
| 2024-12-31 | $316k | 537 | 588.40 |
| 2024-09-30 | $326k | 566 | 576.63 |
| 2024-06-30 | $329k | 601 | 546.94 |
| 2024-03-31 | $326k | 620 | 525.38 |
| 2023-12-31 | $296k | 619 | 478.00 |
More positions owned by LLBH Private Wealth Management
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