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iShares S&P 500 Index shares owned by BFSG

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

Historical chart of BFSG 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 BFSG 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 BFSG

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 16k 525.74
2023-12-31 $7.7M 16k 477.64
2023-09-30 $7.0M 16k 429.46
2023-06-30 $7.5M 17k 445.73
2023-03-31 $8.0M 20k 411.07
2022-12-31 $7.7M 20k 384.23
2022-09-30 $6.5M 18k 358.67
2022-06-30 $6.9M 18k 379.13
2022-03-31 $8.5M 19k 453.68
2021-12-31 $9.4M 20k 476.98
2021-09-30 $8.7M 20k 430.81
2021-06-30 $8.8M 20k 429.94
2021-03-31 $8.9M 22k 397.82
2020-12-31 $9.3M 25k 375.38
2020-09-30 $8.5M 25k 336.07
2020-06-30 $8.1M 26k 309.71
2020-03-31 $6.8M 26k 258.39
2019-12-31 $8.5M 26k 323.26
2019-09-30 $7.1M 24k 298.52
2019-06-30 $6.6M 22k 294.73
2019-03-31 $6.2M 22k 284.58
2018-12-31 $5.3M 21k 251.59
2018-09-30 $5.7M 20k 292.72
2018-06-30 $5.1M 19k 273.04
2018-03-31 $4.8M 18k 265.37
2017-12-31 $4.8M 18k 268.87
2017-09-30 $4.5M 18k 252.92
2017-06-30 $4.3M 18k 243.43
2017-03-31 $4.0M 17k 237.26