iShares S&P 500 Index shares owned by Bluesphere Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bluesphere Advisors
from 13F filings
Historical chart of Bluesphere Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Bluesphere 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 Bluesphere Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $40M | 75k | 525.73 |
| 2023-12-31 | $35M | 73k | 477.63 |
| 2023-09-30 | $31M | 72k | 429.43 |
| 2023-06-30 | $31M | 70k | 445.71 |
| 2023-03-31 | $29M | 70k | 411.08 |
| 2022-12-31 | $26M | 68k | 384.21 |
| 2022-09-30 | $23M | 65k | 358.65 |
| 2022-06-30 | $22M | 57k | 379.14 |
| 2022-03-31 | $3.7M | 9.3k | 397.84 |
| 2021-12-31 | $7.9M | 17k | 477.03 |
| 2021-09-30 | $4.8M | 11k | 430.82 |
| 2021-06-30 | $4.8M | 11k | 429.92 |
| 2021-03-31 | $3.7M | 9.3k | 397.84 |
| 2020-12-31 | $2.1M | 5.6k | 375.22 |