iShares S&P 500 Index shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30M | 57k | 525.73 |
| 2023-12-31 | $38M | 79k | 477.63 |
| 2023-09-30 | $30M | 70k | 431.42 |
| 2023-06-30 | $26M | 58k | 445.71 |
| 2023-03-31 | $24M | 59k | 411.08 |
| 2022-12-31 | $23M | 61k | 384.21 |
| 2022-09-30 | $21M | 59k | 358.65 |
| 2022-06-30 | $21M | 56k | 379.15 |
| 2022-03-31 | $23M | 50k | 453.69 |
| 2021-12-31 | $19M | 43k | 449.26 |
| 2021-09-30 | $13M | 29k | 430.82 |
| 2021-06-30 | $13M | 31k | 429.90 |
| 2021-03-31 | $11M | 28k | 397.83 |
| 2020-12-31 | $11M | 30k | 375.39 |
| 2020-09-30 | $9.0M | 27k | 336.08 |
| 2020-06-30 | $7.1M | 23k | 309.70 |
| 2020-03-31 | $6.9M | 27k | 258.38 |
| 2019-12-31 | $7.1M | 22k | 323.25 |
| 2019-09-30 | $5.2M | 17k | 298.50 |
| 2019-06-30 | $4.6M | 16k | 294.73 |
| 2019-03-31 | $2.8M | 10k | 284.60 |
| 2018-12-31 | $1.5M | 6.0k | 251.58 |
More positions owned by Bay Harbor Wealth Management
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