iShares S&P 500 Index shares owned by LYNCH & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LYNCH & Associates
from 13F filings
Historical chart of LYNCH & Associates 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 LYNCH & Associates 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 LYNCH & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 35k | 576.82 |
| 2024-06-30 | $19M | 35k | 547.22 |
| 2024-03-31 | $19M | 36k | 525.74 |
| 2023-12-31 | $17M | 35k | 477.63 |
| 2023-09-30 | $15M | 35k | 429.43 |
| 2023-06-30 | $16M | 35k | 445.70 |
| 2023-03-31 | $15M | 35k | 411.07 |
| 2022-12-31 | $14M | 36k | 384.21 |
| 2022-09-30 | $13M | 36k | 358.64 |
| 2022-06-30 | $13M | 35k | 379.15 |
| 2022-03-31 | $16M | 35k | 453.69 |
| 2021-12-31 | $17M | 35k | 477.00 |
| 2021-09-30 | $15M | 35k | 430.83 |
| 2021-06-30 | $15M | 36k | 429.93 |
| 2021-03-31 | $14M | 36k | 397.82 |
| 2020-12-31 | $15M | 39k | 375.38 |
| 2020-09-30 | $14M | 41k | 336.06 |
| 2020-06-30 | $13M | 41k | 309.69 |
| 2020-03-31 | $10M | 40k | 258.40 |
| 2019-12-31 | $13M | 39k | 323.23 |
| 2019-09-30 | $12M | 39k | 298.52 |
| 2019-06-30 | $11M | 39k | 294.75 |
| 2019-03-31 | $11M | 39k | 284.57 |
| 2018-12-31 | $9.7M | 39k | 251.62 |
| 2018-09-30 | $11M | 38k | 292.74 |
| 2018-06-30 | $11M | 39k | 273.06 |
| 2018-03-31 | $10M | 38k | 265.37 |
| 2017-12-31 | $9.5M | 35k | 268.85 |
| 2017-09-30 | $8.6M | 34k | 252.93 |
| 2017-06-30 | $8.2M | 34k | 243.40 |
| 2017-03-31 | $7.6M | 32k | 237.28 |
| 2016-12-31 | $7.1M | 31k | 225.00 |
| 2016-09-30 | $6.7M | 31k | 217.56 |
| 2016-06-30 | $6.1M | 29k | 210.49 |
| 2016-03-31 | $5.5M | 27k | 206.64 |
| 2015-12-31 | $5.3M | 26k | 204.85 |
| 2015-09-30 | $4.8M | 25k | 192.71 |
| 2015-06-30 | $5.1M | 25k | 207.24 |
| 2015-03-31 | $5.4M | 26k | 207.84 |
| 2014-12-31 | $5.1M | 25k | 206.89 |
| 2014-09-30 | $4.8M | 24k | 198.28 |
| 2014-06-30 | $4.4M | 23k | 197.01 |
| 2014-03-31 | $4.2M | 22k | 188.12 |
| 2013-12-31 | $4.0M | 22k | 185.64 |
| 2013-09-30 | $3.5M | 21k | 168.88 |
| 2013-06-30 | $3.1M | 19k | 160.87 |
| 2013-03-31 | $2.9M | 19k | 157.34 |
| 2012-12-31 | $2.5M | 18k | 143.15 |
| 2012-09-30 | $2.9M | 20k | 144.41 |
| 2012-06-30 | $2.7M | 20k | 136.74 |
| 2012-03-31 | $2.3M | 16k | 141.21 |
| 2011-12-31 | $1.9M | 15k | 125.95 |
| 2011-09-30 | $1.6M | 14k | 113.71 |
| 2011-06-30 | $1.8M | 13k | 132.43 |
| 2011-03-31 | $1.6M | 12k | 133.02 |