iShares S&P 500 Index shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Baker Tilly Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.9M | 19k | 477.62 |
| 2023-09-30 | $8.2M | 19k | 429.42 |
| 2023-06-30 | $8.9M | 20k | 445.70 |
| 2023-03-31 | $7.9M | 19k | 411.08 |
| 2022-12-31 | $6.9M | 18k | 384.21 |
| 2022-09-30 | $6.0M | 17k | 358.65 |
| 2022-06-30 | $6.0M | 16k | 379.14 |
| 2022-03-31 | $7.3M | 16k | 453.68 |
| 2021-12-31 | $7.6M | 16k | 476.98 |
| 2021-09-30 | $6.3M | 15k | 430.84 |
| 2021-06-30 | $5.9M | 14k | 429.94 |
| 2021-03-31 | $5.4M | 14k | 397.84 |
| 2020-12-31 | $5.0M | 13k | 375.41 |