iShares S&P 500 Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Rockbridge Investment Management, LCC
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.5M | 3.2k | 477.67 |
2021-12-31 | $7.7M | 16k | 476.96 |
2021-09-30 | $7.0M | 16k | 430.80 |
2021-06-30 | $7.0M | 16k | 429.91 |
2021-03-31 | $6.5M | 16k | 397.82 |
2020-12-31 | $6.0M | 16k | 375.39 |
2020-09-30 | $5.4M | 16k | 336.09 |
2020-06-30 | $5.0M | 16k | 309.71 |
More positions owned by Rockbridge Investment Management, LCC
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