Ownership history in ASPIRIANT, LLC · 72 quarters on record
This page tracks every 13F SEC filing in which ASPIRIANT, LLC reported a position in ISHARES TR S&P 500 INDEX (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 627,909 | +29,480 | +4.9% | 12.36% | $430.1M | $683.12 |
| 2025 Q3 | REDUCED | 598,429 | -26,291 | -4.2% | 12.25% | $400.5M | $665.17 |
| 2025 Q2 | ADDED | 624,720 | +40,785 | +7.0% | 12.33% | $387.9M | $615.21 |
| 2025 Q1 | ADDED | 583,935 | +48,199 | +9.0% | 11.39% | $328.1M | $555.02 |
| 2024 Q4 | ADDED | 535,736 | +95,605 | +21.7% | 11.39% | $315.4M | $579.67 |
| 2024 Q3 | ADDED | 440,131 | +32,303 | +7.9% | 9.63% | $253.9M | $566.00 |
| 2024 Q2 | ADDED | 407,828 | +53,889 | +15.2% | 9.10% | $223.2M | $534.89 |
| 2024 Q1 | ADDED | 353,939 | +203,445 | +135.2% | 7.70% | $186.1M | $512.33 |
| 2023 Q4 | ADDED | 150,494 | +15,179 | +11.2% | 3.24% | $71.9M | $463.98 |
| 2023 Q3 | ADDED | 135,315 | +17,452 | +14.8% | 2.97% | $58.1M | $415.48 |
As of 2025 Q4 — sorted by position size