iShares S&P 500 Index shares owned by BCU Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BCU Wealth Advisors
from 13F filings
Historical chart of BCU Wealth 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 BCU Wealth Advisors 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 BCU Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.4M | 10k | 525.74 |
2023-12-31 | $6.1M | 13k | 477.65 |