iShares S&P 500 Index shares owned by Moller Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Moller Financial Services
from 13F filings
Historical chart of Moller Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Moller Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 38k | 525.73 |
| 2023-12-31 | $19M | 40k | 477.64 |
| 2023-09-30 | $17M | 39k | 429.43 |
| 2023-06-30 | $18M | 40k | 445.71 |
| 2023-03-31 | $17M | 41k | 411.08 |
| 2022-12-31 | $15M | 40k | 384.21 |
| 2022-09-30 | $14M | 38k | 358.66 |
| 2022-06-30 | $14M | 38k | 379.15 |
| 2022-03-31 | $17M | 38k | 453.70 |
| 2021-12-31 | $18M | 38k | 476.98 |
| 2021-09-30 | $17M | 39k | 430.83 |
| 2021-06-30 | $17M | 39k | 429.94 |
| 2021-03-31 | $15M | 39k | 397.82 |
| 2020-12-31 | $14M | 37k | 375.38 |
| 2020-09-30 | $13M | 37k | 336.06 |
| 2020-06-30 | $12M | 40k | 309.69 |
| 2020-03-31 | $12M | 45k | 258.41 |
| 2019-12-31 | $16M | 49k | 323.25 |
| 2019-09-30 | $15M | 49k | 298.52 |
| 2019-06-30 | $13M | 43k | 294.75 |
| 2019-03-31 | $10M | 36k | 284.55 |
| 2018-12-31 | $9.7M | 38k | 259.13 |
| 2018-09-30 | $36M | 124k | 292.73 |
| 2018-06-30 | $36M | 131k | 273.05 |
| 2018-03-31 | $29M | 108k | 265.37 |
| 2017-12-31 | $34M | 127k | 268.85 |
| 2017-09-30 | $32M | 126k | 252.93 |
| 2017-06-30 | $31M | 126k | 243.41 |
| 2017-03-31 | $30M | 127k | 237.27 |
| 2016-12-31 | $29M | 129k | 224.99 |
| 2016-09-30 | $14M | 64k | 217.56 |
| 2016-06-30 | $26M | 125k | 210.50 |
| 2016-03-31 | $5.8M | 28k | 206.65 |
| 2015-12-31 | $24M | 119k | 204.87 |
| 2015-09-30 | $5.5M | 29k | 192.71 |
| 2015-06-30 | $21M | 101k | 207.22 |
| 2015-03-31 | $21M | 101k | 207.83 |
| 2014-12-31 | $21M | 99k | 206.87 |
| 2014-09-30 | $19M | 97k | 198.26 |
| 2014-06-30 | $19M | 95k | 197.00 |
| 2014-03-31 | $17M | 89k | 188.14 |
| 2013-12-31 | $15M | 80k | 185.65 |
| 2013-09-30 | $13M | 75k | 168.90 |
| 2013-06-30 | $11M | 67k | 160.88 |
| 2012-12-31 | $9.0M | 63k | 143.15 |
| 2012-06-30 | $8.5M | 62k | 136.75 |
| 2012-03-31 | $9.0M | 63k | 141.20 |
| 2011-12-31 | $7.1M | 56k | 125.95 |
| 2011-09-30 | $6.6M | 58k | 113.68 |
| 2011-06-30 | $7.6M | 58k | 132.41 |
| 2011-03-31 | $7.8M | 58k | 133.01 |