iShares S&P 500 Index shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors 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 Legend Financial Advisors 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 Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $97k | 185 | 525.73 |
| 2023-12-31 | $88k | 185 | 477.63 |
| 2023-09-30 | $79k | 185 | 429.43 |
| 2023-06-30 | $83k | 185 | 445.71 |
| 2023-03-31 | $76k | 185 | 411.08 |
| 2022-12-31 | $71k | 185 | 384.21 |
| 2022-09-30 | $66k | 185 | 358.65 |