iShares S&P 500 Index shares owned by Baird Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baird Financial
from 13F filings
Historical chart of Baird Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Baird Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $328M | 623k | 525.73 |
| 2023-12-31 | $325M | 681k | 477.63 |
| 2023-09-30 | $251M | 585k | 429.43 |
| 2023-06-30 | $285M | 639k | 445.71 |
| 2023-03-31 | $216M | 524k | 411.08 |
| 2022-12-31 | $229M | 596k | 384.21 |
| 2022-09-30 | $206M | 574k | 358.65 |
| 2022-06-30 | $218M | 576k | 379.15 |
| 2022-03-31 | $210M | 462k | 453.69 |
| 2021-12-31 | $212M | 444k | 476.99 |
| 2021-09-30 | $175M | 406k | 430.82 |
| 2021-06-30 | $174M | 404k | 429.92 |
| 2021-03-31 | $157M | 394k | 397.82 |
| 2020-12-31 | $163M | 435k | 375.39 |
| 2020-09-30 | $141M | 421k | 336.06 |
| 2020-06-30 | $136M | 438k | 309.69 |
| 2020-03-31 | $115M | 444k | 258.40 |
| 2019-12-31 | $143M | 444k | 323.24 |
| 2019-09-30 | $145M | 487k | 298.52 |
| 2019-06-30 | $155M | 525k | 294.75 |
| 2019-03-31 | $75M | 262k | 284.56 |
| 2018-12-31 | $70M | 277k | 251.61 |
| 2018-09-30 | $60M | 204k | 293.87 |
| 2018-06-30 | $55M | 199k | 273.05 |
| 2018-03-31 | $51M | 193k | 265.37 |
| 2017-12-31 | $49M | 184k | 268.85 |
| 2017-09-30 | $44M | 175k | 252.93 |
| 2017-06-30 | $39M | 162k | 243.41 |
| 2017-03-31 | $36M | 150k | 237.27 |
| 2016-12-31 | $33M | 149k | 224.99 |
| 2016-09-30 | $25M | 113k | 217.56 |
| 2016-06-30 | $24M | 112k | 210.74 |
| 2016-03-31 | $23M | 112k | 206.65 |
| 2015-12-31 | $24M | 119k | 204.87 |
| 2015-09-30 | $20M | 106k | 192.71 |
| 2015-06-30 | $21M | 99k | 207.06 |