iShares S&P 500 Index shares owned by Bbjs Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bbjs Financial Advisors
from 13F filings
Historical chart of Bbjs Financial Advisors 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 Bbjs Financial 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 Bbjs Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.2M | 11k | 576.85 |
| 2024-06-30 | $5.9M | 11k | 547.25 |
| 2024-03-31 | $5.9M | 11k | 525.72 |
| 2023-12-31 | $7.4M | 15k | 477.63 |
| 2023-09-30 | $7.0M | 16k | 429.42 |
| 2023-06-30 | $8.6M | 19k | 445.71 |
| 2023-03-31 | $8.1M | 20k | 411.09 |
| 2022-12-31 | $6.3M | 16k | 384.20 |