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iShares S&P 500 Index shares owned by Lebenthal Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lebenthal Asset Management from 13F filings

Historical chart of Lebenthal Asset Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Lebenthal Asset Management 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 Lebenthal Asset Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $890k 3.8k 237.27
2016-12-31 $915k 4.1k 224.93
2016-09-30 $880k 4.0k 217.45
2016-06-30 $855k 4.1k 210.49