iShares S&P 500 Index shares owned by Baxter Brothers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baxter Brothers
from 13F filings
Historical chart of Baxter Brothers 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 Baxter Brothers 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 Baxter Brothers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $427k | 741 | 576.82 |
2024-06-30 | $406k | 741 | 547.23 |
2024-03-31 | $390k | 741 | 525.73 |
2023-12-31 | $354k | 741 | 477.63 |
2023-09-30 | $318k | 741 | 429.43 |