iShares S&P 500 Index shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Briaud Financial Planning 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 Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 2.9k | 525.86 |
| 2023-09-30 | $1.2M | 2.9k | 429.31 |
| 2023-06-30 | $1.3M | 2.9k | 445.52 |
| 2023-03-31 | $1.2M | 2.9k | 411.03 |
| 2022-12-31 | $1.1M | 2.9k | 384.14 |
| 2022-09-30 | $1.1M | 2.9k | 390.34 |
| 2022-06-30 | $1.4M | 3.7k | 378.96 |
| 2022-03-31 | $1.7M | 3.8k | 453.52 |
| 2021-12-31 | $3.0M | 6.3k | 476.90 |
| 2021-09-30 | $2.7M | 6.3k | 430.70 |
| 2021-06-30 | $2.7M | 6.3k | 429.90 |
| 2021-03-31 | $2.5M | 6.3k | 397.76 |
| 2020-12-31 | $2.9k | 375 | 7.73 |
| 2020-09-30 | $2.6M | 7.8k | 336.06 |
| 2020-06-30 | $2.4M | 7.8k | 309.61 |
| 2020-03-31 | $2.0M | 7.8k | 258.37 |
| 2019-12-31 | $2.5M | 7.8k | 323.28 |