iShares S&P 500 Index shares owned by Ohe Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ohe Financial
from 13F filings
Historical chart of Ohe Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ohe Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 5.0k | 576.85 |
| 2024-06-30 | $3.0M | 5.4k | 547.19 |
| 2024-03-31 | $3.2M | 6.2k | 525.72 |
| 2023-09-30 | $2.4M | 5.7k | 429.44 |
| 2023-06-30 | $2.5M | 5.7k | 445.73 |
| 2023-03-31 | $3.5M | 8.5k | 411.06 |
| 2022-12-31 | $3.5M | 9.0k | 384.21 |
| 2022-09-30 | $4.9M | 14k | 358.63 |
| 2022-06-30 | $4.8M | 13k | 379.16 |
| 2022-03-31 | $5.6M | 12k | 453.66 |
| 2021-12-31 | $5.8M | 12k | 476.99 |
| 2021-09-30 | $5.2M | 12k | 430.82 |
| 2021-06-30 | $4.3M | 10k | 429.92 |
| 2021-03-31 | $4.0M | 10k | 397.84 |
| 2020-12-31 | $3.6M | 9.6k | 375.38 |
| 2020-09-30 | $3.2M | 9.5k | 336.06 |
| 2020-06-30 | $2.9M | 9.5k | 309.78 |
| 2020-03-31 | $640k | 5.2k | 123.79 |
| 2019-12-31 | $2.8M | 8.6k | 323.31 |
| 2019-09-30 | $2.3M | 7.5k | 298.57 |
| 2019-06-30 | $1.5M | 5.0k | 294.94 |
| 2019-03-31 | $1.3M | 4.4k | 284.71 |
| 2018-12-31 | $1.0M | 4.0k | 251.68 |
| 2018-09-30 | $1.1M | 3.7k | 292.99 |
| 2018-06-30 | $1.0M | 3.7k | 273.30 |
| 2018-03-31 | $774k | 2.9k | 265.71 |
| 2017-12-31 | $754k | 2.8k | 268.90 |
| 2017-09-30 | $690k | 2.7k | 253.03 |
| 2017-06-30 | $549k | 2.3k | 243.78 |
| 2017-03-31 | $402k | 1.7k | 237.73 |
| 2016-12-31 | $282k | 1.2k | 225.78 |
| 2016-09-30 | $261k | 1.2k | 218.23 |
| 2016-06-30 | $237k | 1.1k | 210.48 |