iShares S&P 500 Index shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management 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 Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $88M | 184k | 477.63 |
| 2023-09-30 | $78M | 182k | 429.43 |
| 2023-06-30 | $16M | 36k | 445.71 |
| 2023-03-31 | $74M | 181k | 411.08 |
| 2022-12-31 | $68M | 176k | 384.21 |
| 2022-09-30 | $63M | 176k | 358.65 |
| 2022-06-30 | $68M | 180k | 379.15 |
| 2022-03-31 | $80M | 177k | 453.69 |
| 2021-12-31 | $81M | 169k | 476.99 |
| 2021-09-30 | $72M | 167k | 430.82 |
| 2021-06-30 | $72M | 168k | 429.92 |
| 2021-03-31 | $76M | 192k | 397.82 |
| 2020-12-31 | $35M | 94k | 375.39 |
| 2020-09-30 | $32M | 95k | 336.06 |
| 2020-06-30 | $31M | 99k | 309.69 |
| 2020-03-31 | $27M | 103k | 258.41 |
| 2019-12-31 | $550k | 1.7k | 322.96 |
| 2019-09-30 | $555k | 1.9k | 298.71 |
| 2019-06-30 | $104k | 349 | 297.99 |
| 2019-03-31 | $61k | 208 | 293.27 |
| 2018-12-31 | $56k | 207 | 270.53 |
| 2018-09-30 | $231k | 825 | 280.00 |
| 2013-06-30 | $24k | 150 | 160.00 |
More positions owned by Baystate Wealth Management
View all positions for Baystate Wealth Management