iShares S&P 500 Index shares owned by Luken Investment Analytics
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Luken Investment Analytics
from 13F filings
Historical chart of Luken Investment Analytics investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Luken Investment Analytics consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Luken Investment Analytics
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 12k | 669.30 |
| 2025-06-30 | $8.4M | 14k | 620.90 |
| 2025-03-31 | $10M | 18k | 561.90 |
| 2024-12-31 | $5.4M | 9.2k | 588.68 |
| 2024-09-30 | $5.3M | 9.2k | 576.82 |
| 2024-06-30 | $3.9M | 7.2k | 547.23 |
| 2024-03-31 | $5.3M | 10k | 525.73 |
| 2023-12-31 | $5.6M | 12k | 477.63 |
| 2023-09-30 | $5.2M | 12k | 429.43 |
| 2023-06-30 | $7.3M | 16k | 445.71 |
| 2023-03-31 | $18M | 44k | 411.08 |
| 2022-12-31 | $17M | 44k | 384.21 |
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