iShares S&P 500 Index shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $58M | 161k | 358.65 |
2022-06-30 | $63M | 166k | 379.15 |
2022-03-31 | $75M | 166k | 453.69 |
2021-12-31 | $80M | 167k | 476.99 |
2021-09-30 | $72M | 168k | 430.82 |
2021-06-30 | $74M | 173k | 429.92 |
2021-03-31 | $71M | 180k | 397.82 |
2020-12-31 | $69M | 185k | 375.39 |
2020-09-30 | $64M | 190k | 336.06 |
2020-06-30 | $59M | 192k | 309.69 |
2020-03-31 | $55M | 212k | 258.40 |
2019-12-31 | $67M | 208k | 323.24 |
2019-09-30 | $63M | 211k | 298.52 |
2019-06-30 | $63M | 215k | 294.75 |
2019-03-31 | $65M | 228k | 284.56 |
2018-12-31 | $62M | 245k | 251.61 |
2018-09-30 | $72M | 247k | 292.73 |
2018-06-30 | $69M | 253k | 273.05 |
2018-03-31 | $69M | 258k | 265.37 |
2017-12-31 | $70M | 261k | 268.85 |
2017-09-30 | $67M | 264k | 252.93 |
2017-06-30 | $65M | 268k | 243.41 |
2017-03-31 | $64M | 270k | 237.27 |
2016-12-31 | $63M | 279k | 224.99 |
2016-09-30 | $61M | 282k | 217.56 |
2016-06-30 | $61M | 289k | 210.50 |
2016-03-31 | $61M | 293k | 206.65 |
2015-12-31 | $69M | 337k | 204.87 |
2015-09-30 | $67M | 350k | 192.71 |
2015-06-30 | $74M | 355k | 207.22 |
2015-03-31 | $76M | 365k | 207.83 |
2014-12-31 | $82M | 394k | 206.87 |
2014-09-30 | $87M | 437k | 198.26 |
2014-06-30 | $167M | 848k | 197.00 |
2014-03-31 | $157M | 837k | 188.14 |
2013-12-31 | $154M | 829k | 185.65 |
2013-09-30 | $139M | 824k | 168.90 |
2013-06-30 | $131M | 815k | 160.88 |