iShares S&P 500 Index shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61M | 91k | 669.30 |
| 2025-06-30 | $60M | 97k | 620.90 |
| 2025-03-31 | $53M | 93k | 561.90 |
| 2024-12-31 | $55M | 93k | 588.68 |
| 2024-09-30 | $54M | 94k | 576.82 |
| 2024-06-30 | $52M | 95k | 547.23 |
| 2024-03-31 | $49M | 93k | 525.73 |
| 2023-12-31 | $33M | 69k | 477.63 |
| 2023-09-30 | $30M | 69k | 429.43 |
| 2023-06-30 | $30M | 68k | 445.71 |
| 2023-03-31 | $29M | 70k | 411.08 |
| 2022-12-31 | $28M | 74k | 384.21 |
More positions owned by Beaumont Financial Advisors
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