iShares S&P 500 Index shares owned by Roman Butler Fullerton & Co
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Roman Butler Fullerton & Co
from 13F filings
Historical chart of Roman Butler Fullerton & Co investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Roman Butler Fullerton & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 3.7k | 690.79 |
| 2025-06-30 | $2.4M | 3.7k | 640.02 |
| 2025-03-31 | $2.0M | 3.7k | 540.17 |
| 2024-12-31 | $2.4M | 4.1k | 602.42 |
| 2024-09-30 | $2.4M | 4.1k | 582.48 |
| 2024-06-30 | $2.2M | 3.9k | 564.31 |
| 2024-03-31 | $2.0M | 4.0k | 502.18 |
| 2023-12-31 | $2.0M | 4.0k | 489.77 |
| 2023-09-30 | $1.8M | 4.2k | 433.44 |
| 2023-06-30 | $1.9M | 4.1k | 457.42 |
| 2023-03-31 | $1.7M | 4.1k | 407.84 |
| 2022-12-31 | $1.7M | 4.1k | 399.59 |
| 2022-09-30 | $1.3M | 3.7k | 359.15 |
| 2022-06-30 | $1.5M | 3.8k | 387.19 |
| 2022-03-31 | $1.8M | 3.9k | 453.82 |
| 2021-12-31 | $2.0M | 4.2k | 476.92 |
| 2021-09-30 | $1.9M | 4.3k | 449.01 |
| 2021-06-30 | $1.8M | 4.3k | 429.92 |
| 2021-03-31 | $1.8M | 4.2k | 417.47 |
| 2020-12-31 | $1.6M | 4.2k | 375.47 |
| 2020-09-30 | $1.4M | 4.2k | 336.09 |
| 2020-06-30 | $1.6M | 5.1k | 309.79 |
| 2020-03-31 | $1.3M | 5.1k | 258.44 |
| 2019-12-31 | $1.6M | 4.9k | 323.17 |
| 2019-09-30 | $1.7M | 5.6k | 298.57 |
| 2019-06-30 | $1.7M | 5.7k | 294.81 |
| 2019-03-31 | $1.6M | 5.7k | 284.56 |
| 2018-12-31 | $1.5M | 5.6k | 260.52 |
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