iShares S&P 500 Index shares owned by Omega Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 22k | 669.31 |
| 2025-06-30 | $14M | 22k | 620.90 |
| 2025-03-31 | $12M | 21k | 561.91 |
| 2024-12-31 | $13M | 22k | 588.67 |
| 2024-09-30 | $12M | 21k | 576.82 |
| 2024-06-30 | $11M | 20k | 547.23 |
| 2024-03-31 | $10M | 20k | 525.73 |
| 2023-12-31 | $9.3M | 19k | 477.63 |
| 2023-09-30 | $7.9M | 19k | 429.43 |
| 2023-06-30 | $8.5M | 19k | 445.70 |
| 2023-03-31 | $8.5M | 21k | 411.08 |
| 2022-12-31 | $7.1M | 18k | 387.49 |
| 2022-09-30 | $7.6M | 21k | 358.65 |
| 2022-06-30 | $7.5M | 20k | 379.17 |
| 2022-03-31 | $9.2M | 20k | 453.67 |
| 2021-12-31 | $8.7M | 18k | 476.97 |
| 2021-09-30 | $7.3M | 17k | 430.81 |
| 2021-06-30 | $6.4M | 15k | 429.94 |
| 2021-03-31 | $5.2M | 13k | 397.81 |
| 2020-12-31 | $4.9M | 13k | 375.39 |
| 2020-09-30 | $4.4M | 13k | 336.04 |
| 2020-06-30 | $4.0M | 13k | 309.68 |
| 2020-03-31 | $3.3M | 13k | 258.35 |
| 2019-12-31 | $1.8M | 5.4k | 323.13 |
| 2019-09-30 | $1.7M | 5.5k | 298.57 |
| 2019-06-30 | $1.6M | 5.5k | 294.70 |
| 2019-03-31 | $1.6M | 5.6k | 284.61 |
| 2018-12-31 | $1.2M | 4.7k | 251.61 |