iShares S&P 500 Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ballast Advisors 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 Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 2.7k | 525.76 |
| 2023-12-31 | $1.3M | 2.7k | 477.54 |
| 2023-09-30 | $1.2M | 2.9k | 429.37 |
| 2023-06-30 | $1.5M | 3.4k | 445.66 |
| 2023-03-31 | $1.5M | 3.6k | 411.08 |
| 2022-12-31 | $1.4M | 3.6k | 384.21 |
| 2022-09-30 | $1.3M | 3.6k | 358.70 |
| 2022-06-30 | $1.4M | 3.7k | 379.10 |
| 2022-03-31 | $1.7M | 3.7k | 453.79 |
| 2021-12-31 | $1.8M | 3.7k | 476.93 |
| 2021-09-30 | $1.6M | 3.7k | 430.86 |
| 2021-06-30 | $1.6M | 3.7k | 429.94 |
| 2021-03-31 | $1.4M | 3.6k | 397.86 |
| 2020-12-31 | $1.3M | 3.5k | 375.39 |
| 2020-09-30 | $1.2M | 3.5k | 336.01 |
| 2020-06-30 | $1.1M | 3.6k | 309.70 |
| 2020-03-31 | $827k | 3.2k | 258.44 |
| 2019-12-31 | $1.0M | 3.2k | 323.33 |