iShares S&P 500 Index shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $869k | 1.3k | 669.70 |
| 2025-06-30 | $865k | 1.4k | 620.55 |
| 2025-03-31 | $753k | 1.3k | 561.76 |
| 2024-12-31 | $846k | 1.4k | 588.77 |
| 2024-09-30 | $911k | 1.6k | 576.76 |
| 2024-06-30 | $1.6M | 2.9k | 547.23 |
| 2022-12-31 | $11M | 28k | 384.18 |
| 2022-09-30 | $9.8M | 27k | 358.70 |
| 2022-06-30 | $18M | 48k | 379.15 |
| 2022-03-31 | $21M | 47k | 453.62 |
| 2021-12-31 | $22M | 46k | 476.99 |
| 2021-09-30 | $20M | 47k | 430.81 |
| 2021-06-30 | $20M | 47k | 429.97 |
| 2021-03-31 | $19M | 49k | 397.94 |
| 2020-12-31 | $12M | 31k | 375.39 |
| 2020-09-30 | $6.3M | 19k | 336.12 |
| 2020-06-30 | $5.3M | 17k | 309.70 |
| 2020-03-31 | $4.9M | 19k | 258.38 |
| 2019-12-31 | $5.6M | 17k | 323.24 |