iShares S&P 500 Index shares owned by BBR Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BBR Partners
from 13F filings
Historical chart of BBR Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by BBR Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $111M | 189k | 588.68 |
| 2024-09-30 | $107M | 185k | 576.82 |
| 2024-06-30 | $101M | 185k | 547.23 |
| 2024-03-31 | $97M | 185k | 525.73 |
| 2023-09-30 | $5.4M | 13k | 429.43 |
| 2023-06-30 | $5.6M | 13k | 445.71 |
| 2023-03-31 | $5.1M | 13k | 411.08 |
| 2022-12-31 | $4.8M | 13k | 384.21 |
| 2022-09-30 | $4.5M | 12k | 358.68 |
| 2022-06-30 | $4.7M | 13k | 379.17 |
| 2022-03-31 | $3.8M | 8.5k | 453.69 |
| 2021-12-31 | $2.5M | 5.3k | 476.92 |
| 2021-09-30 | $488k | 1.1k | 431.10 |
| 2021-06-30 | $487k | 1.1k | 430.21 |
| 2021-03-31 | $450k | 1.1k | 397.53 |
| 2020-06-30 | $2.0M | 6.4k | 309.64 |
| 2020-03-31 | $1.7M | 6.5k | 258.35 |
| 2019-12-31 | $2.1M | 6.5k | 323.24 |
| 2019-09-30 | $1.8M | 6.0k | 298.52 |
| 2016-12-31 | $580k | 2.6k | 225.07 |
| 2014-12-31 | $398k | 1.9k | 206.75 |
| 2014-09-30 | $382k | 1.9k | 198.44 |