iShares S&P 500 Index shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO 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 BDO Wealth Advisors 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 BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $32M | 72k | 445.71 |
| 2023-03-31 | $29M | 72k | 411.08 |
| 2022-12-31 | $28M | 73k | 384.21 |
| 2022-09-30 | $27M | 72k | 379.15 |
| 2022-06-30 | $27M | 72k | 379.15 |
| 2022-03-31 | $33M | 72k | 453.70 |
| 2021-12-31 | $34M | 71k | 477.00 |
| 2021-09-30 | $31M | 71k | 430.81 |
| 2021-06-30 | $31M | 71k | 429.92 |
| 2021-03-31 | $29M | 72k | 397.82 |
| 2020-12-31 | $32M | 84k | 375.39 |
| 2020-09-30 | $31M | 91k | 336.06 |
| 2020-06-30 | $27M | 88k | 309.69 |
| 2020-03-31 | $22M | 87k | 258.40 |
| 2019-12-31 | $14M | 42k | 323.23 |
| 2019-09-30 | $9.4M | 31k | 298.52 |
| 2019-06-30 | $7.3M | 25k | 294.74 |
| 2019-03-31 | $6.1M | 21k | 284.55 |
| 2018-12-31 | $4.7M | 19k | 251.60 |
| 2018-09-30 | $5.2M | 18k | 292.73 |
| 2018-06-30 | $4.6M | 17k | 273.03 |
| 2018-03-31 | $3.7M | 14k | 265.37 |
| 2017-12-31 | $3.6M | 13k | 268.87 |
| 2017-09-30 | $2.9M | 11k | 252.96 |
| 2017-06-30 | $2.7M | 11k | 243.40 |