iShares S&P 500 Index shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment 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 Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $122k | 232 | 526.84 |
| 2023-12-31 | $111k | 232 | 477.13 |
| 2023-09-30 | $110k | 256 | 428.81 |
| 2023-06-30 | $128k | 287 | 445.14 |
| 2023-03-31 | $118k | 286 | 410.73 |
| 2022-12-31 | $122k | 319 | 383.73 |
| 2022-09-30 | $113k | 316 | 357.59 |
| 2022-06-30 | $144k | 379 | 379.95 |
| 2021-12-31 | $213k | 447 | 476.51 |
| 2021-09-30 | $191k | 444 | 430.18 |