iShares S&P 500 Index shares owned by Legacy Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group 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 Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Legacy Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $308k | 586 | 526.11 |
2023-09-30 | $233M | 543 | 429429.10 |