iShares S&P 500 Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Beacon Pointe 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 Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $151M | 316k | 477.63 |
| 2023-09-30 | $153M | 356k | 429.42 |
| 2023-06-30 | $137M | 307k | 445.70 |
| 2023-03-31 | $113M | 274k | 411.07 |
| 2022-12-31 | $108M | 280k | 384.21 |
| 2022-09-30 | $102M | 285k | 358.63 |
| 2022-06-30 | $118M | 311k | 379.17 |
| 2022-03-31 | $152M | 335k | 453.69 |
| 2021-12-31 | $135M | 283k | 476.98 |
| 2021-09-30 | $62M | 144k | 430.82 |
| 2021-06-30 | $58M | 135k | 429.92 |
| 2021-03-31 | $53M | 132k | 397.73 |
| 2020-12-31 | $44M | 117k | 375.46 |
| 2020-09-30 | $44M | 130k | 336.14 |
| 2020-06-30 | $42M | 135k | 309.68 |
| 2020-03-31 | $36M | 141k | 258.42 |
| 2019-12-31 | $12M | 37k | 323.24 |
| 2019-09-30 | $9.8M | 33k | 298.44 |
| 2019-06-30 | $9.9M | 34k | 294.92 |
| 2019-03-31 | $7.4M | 26k | 284.42 |
| 2018-12-31 | $4.8M | 19k | 251.75 |