iShares S&P 500 Index shares owned by Bedel Financial Consulting
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bedel Financial Consulting
from 13F filings
Historical chart of Bedel Financial Consulting 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 Bedel Financial Consulting 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 Bedel Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 12k | 576.82 |
| 2024-06-30 | $6.5M | 12k | 547.25 |
| 2024-03-31 | $6.3M | 12k | 525.73 |
| 2023-12-31 | $5.7M | 12k | 477.63 |
| 2023-09-30 | $4.3M | 10k | 429.41 |
| 2023-06-30 | $4.2M | 9.5k | 445.69 |
| 2023-03-31 | $3.7M | 9.1k | 411.07 |
| 2022-12-31 | $3.4M | 8.8k | 384.19 |
| 2022-09-30 | $3.4M | 9.0k | 381.51 |
| 2022-06-30 | $3.2M | 8.6k | 379.19 |
| 2022-03-31 | $3.9M | 8.6k | 453.71 |
| 2021-12-31 | $4.1M | 8.6k | 476.92 |
| 2021-09-30 | $3.7M | 8.6k | 430.87 |
| 2021-06-30 | $3.6M | 8.3k | 429.99 |
| 2021-03-31 | $3.2M | 8.0k | 397.81 |
| 2020-12-31 | $3.0M | 8.1k | 375.36 |
| 2020-09-30 | $2.8M | 8.2k | 336.09 |
| 2020-06-30 | $2.1M | 6.9k | 309.76 |
| 2020-03-31 | $1.8M | 7.2k | 258.42 |
| 2019-12-31 | $2.3M | 7.1k | 323.27 |
| 2019-09-30 | $2.1M | 7.0k | 298.56 |
| 2019-06-30 | $2.1M | 7.3k | 294.74 |
| 2019-03-31 | $2.1M | 7.3k | 284.62 |
| 2018-12-31 | $1.8M | 7.3k | 251.68 |
| 2018-09-30 | $2.1M | 7.3k | 282.63 |
| 2018-06-30 | $2.0M | 7.3k | 273.00 |
| 2018-03-31 | $2.0M | 7.7k | 265.36 |
| 2017-12-31 | $2.1M | 7.9k | 268.90 |
More positions owned by Bedel Financial Consulting
View all positions for Bedel Financial Consulting