iShares S&P 500 Index shares owned by O'Connor Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by O'Connor Financial Group
from 13F filings
Historical chart of O'Connor Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by O'Connor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 7.0k | 669.32 |
| 2025-06-30 | $4.6M | 7.3k | 628.19 |
| 2025-03-31 | $4.6M | 8.2k | 561.96 |
| 2024-12-31 | $6.5M | 11k | 588.64 |
| 2024-09-30 | $6.7M | 12k | 576.81 |
| 2024-06-30 | $7.0M | 13k | 547.23 |
| 2024-03-31 | $6.9M | 13k | 525.70 |
| 2023-12-31 | $2.4M | 5.0k | 477.65 |
| 2023-09-30 | $2.3M | 5.4k | 429.35 |
| 2023-06-30 | $2.4M | 5.4k | 445.68 |
| 2023-03-31 | $2.2M | 5.4k | 411.09 |