iShares S&P 500 Index shares owned by LVW Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors 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 LVW Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $467k | 809 | 577.08 |
| 2024-06-30 | $443k | 809 | 547.15 |
| 2024-03-31 | $426k | 810 | 525.41 |
| 2023-12-31 | $395k | 826 | 477.70 |
| 2023-09-30 | $354k | 825 | 429.44 |
| 2023-06-30 | $371k | 833 | 445.72 |
| 2023-03-31 | $512k | 1.2k | 410.96 |
| 2022-12-31 | $474k | 1.2k | 384.25 |
| 2022-09-30 | $526k | 1.5k | 358.55 |
| 2022-06-30 | $603k | 1.6k | 379.01 |
| 2022-03-31 | $11M | 23k | 453.68 |
| 2021-12-31 | $11M | 23k | 477.01 |
| 2021-09-30 | $11M | 25k | 430.84 |
| 2021-06-30 | $11M | 25k | 429.91 |
| 2021-03-31 | $9.9M | 25k | 397.83 |
| 2020-12-31 | $10M | 27k | 375.40 |
| 2020-09-30 | $9.8M | 29k | 336.05 |
| 2020-06-30 | $9.9M | 32k | 309.69 |
| 2020-03-31 | $9.0M | 35k | 258.41 |
| 2019-12-31 | $9.7M | 30k | 323.23 |
| 2019-09-30 | $8.9M | 30k | 298.53 |
| 2019-06-30 | $8.8M | 30k | 294.74 |
| 2019-03-31 | $10M | 37k | 284.55 |
| 2018-12-31 | $9.6M | 38k | 251.60 |
| 2018-09-30 | $14M | 48k | 292.72 |
| 2018-06-30 | $11M | 41k | 273.05 |
| 2018-03-31 | $11M | 41k | 265.37 |
| 2017-12-31 | $11M | 41k | 268.85 |
| 2017-09-30 | $7.5M | 30k | 252.94 |
| 2017-06-30 | $19M | 78k | 243.40 |
| 2017-03-31 | $9.0M | 38k | 237.27 |
| 2016-12-31 | $4.4M | 19k | 224.98 |
| 2016-09-30 | $4.2M | 19k | 217.57 |
| 2016-06-30 | $271k | 1.3k | 210.57 |
| 2016-03-31 | $280k | 1.4k | 206.79 |
| 2015-12-31 | $276k | 1.3k | 205.05 |
| 2015-09-30 | $1.6M | 8.3k | 192.63 |
| 2015-06-30 | $1.7M | 8.2k | 207.15 |
| 2015-03-31 | $1.7M | 8.2k | 207.73 |
| 2014-12-31 | $1.1M | 5.3k | 206.83 |