iShares S&P 500 Index shares owned by Lokken Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 1.3k | 669.17 |
| 2025-06-30 | $837k | 1.3k | 620.68 |
| 2025-03-31 | $758k | 1.3k | 562.01 |
| 2024-12-31 | $752k | 1.3k | 588.77 |
| 2024-09-30 | $707k | 1.2k | 576.87 |
| 2024-06-30 | $835k | 1.5k | 547.23 |
| 2024-03-31 | $644k | 1.2k | 525.73 |
| 2023-12-31 | $585k | 1.2k | 477.63 |
| 2023-09-30 | $526k | 1.2k | 429.43 |
| 2023-06-30 | $537k | 1.2k | 445.71 |
| 2023-03-31 | $495k | 1.2k | 411.08 |
| 2022-12-31 | $415k | 1.1k | 384.21 |
| 2022-09-30 | $352k | 981 | 358.82 |
| 2022-06-30 | $372k | 981 | 379.20 |
| 2022-03-31 | $406k | 981 | 413.86 |
| 2021-12-31 | $468k | 981 | 477.06 |
| 2021-09-30 | $289k | 671 | 430.70 |
| 2021-06-30 | $288k | 671 | 429.21 |
| 2021-03-31 | $267k | 671 | 397.91 |
| 2020-12-31 | $261k | 694 | 376.08 |
| 2012-03-31 | $267k | 671 | 397.91 |