iShares S&P 500 Index shares owned by Lockerman Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lockerman Financial Group
from 13F filings
Historical chart of Lockerman Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Lockerman Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Lockerman Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 669.39 |
| 2025-06-30 | $1.6M | 2.6k | 622.88 |
| 2025-03-31 | $1.7M | 3.1k | 561.94 |
| 2024-12-31 | $1.7M | 2.8k | 586.89 |
| 2024-09-30 | $1.5M | 2.6k | 576.92 |
| 2024-06-30 | $1.4M | 2.6k | 547.31 |
| 2024-03-31 | $577k | 1.1k | 525.25 |
| 2023-12-31 | $859k | 1.8k | 477.72 |
| 2023-09-30 | $688k | 1.6k | 429.49 |
| 2023-06-30 | $802k | 1.8k | 445.72 |
| 2023-03-31 | $784k | 1.9k | 411.12 |
| 2022-12-31 | $732k | 1.9k | 384.24 |
| 2022-09-30 | $415k | 1.2k | 359.00 |
| 2022-03-31 | $209k | 460 | 454.35 |
| 2021-12-31 | $571k | 1.2k | 477.38 |