iShares S&P 500 Index shares owned by Sharkey, Howes & Javer
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sharkey, Howes & Javer
from 13F filings
Historical chart of Sharkey, Howes & Javer investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sharkey, Howes & Javer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $153M | 292k | 525.73 |
| 2023-12-31 | $140M | 293k | 477.63 |
| 2023-09-30 | $106M | 246k | 429.43 |
| 2023-06-30 | $98M | 220k | 445.71 |
| 2023-03-31 | $81M | 198k | 411.08 |
| 2022-12-31 | $75M | 195k | 384.21 |
| 2022-09-30 | $64M | 180k | 358.65 |
| 2022-06-30 | $62M | 163k | 379.15 |
| 2022-03-31 | $68M | 151k | 453.69 |
| 2021-12-31 | $48M | 100k | 476.99 |
| 2021-09-30 | $37M | 85k | 430.82 |
| 2021-06-30 | $37M | 85k | 429.92 |
| 2021-03-31 | $30M | 74k | 397.82 |
| 2020-12-31 | $30M | 81k | 375.38 |
| 2020-09-30 | $24M | 71k | 336.05 |
| 2020-06-30 | $20M | 63k | 309.69 |
| 2020-03-31 | $23M | 87k | 258.40 |
| 2019-12-31 | $22M | 69k | 323.24 |
| 2019-09-30 | $1.8M | 6.1k | 298.49 |
| 2019-06-30 | $1.6M | 5.3k | 294.68 |
| 2019-03-31 | $1.6M | 5.5k | 284.49 |
| 2018-12-31 | $1.4M | 5.4k | 251.52 |
| 2018-09-30 | $906k | 3.1k | 292.73 |
| 2018-06-30 | $628k | 2.3k | 273.16 |
| 2018-03-31 | $607k | 2.3k | 265.30 |
| 2017-12-31 | $1.8M | 9.4k | 189.79 |
| 2017-09-30 | $608k | 2.4k | 256.22 |
| 2017-06-30 | $574k | 2.4k | 243.43 |
| 2017-03-31 | $559k | 2.4k | 237.07 |
| 2016-12-31 | $698k | 3.1k | 225.02 |
| 2016-09-30 | $648k | 3.0k | 217.45 |
| 2016-06-30 | $697k | 3.3k | 210.38 |
| 2016-03-31 | $620k | 3.0k | 206.80 |
| 2015-12-31 | $14k | 250 | 56.00 |
| 2015-09-30 | $457k | 2.3k | 197.84 |
| 2015-03-31 | $605k | 2.9k | 207.83 |