iShares S&P 500 Index shares owned by Beirne Wealth Consulting Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beirne Wealth Consulting Services
from 13F filings
Historical chart of Beirne Wealth Consulting Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Beirne Wealth Consulting Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $13M | 22k | 577.38 |
2024-06-30 | $13M | 24k | 547.68 |
2024-03-31 | $14M | 27k | 526.09 |
2023-12-31 | $13M | 27k | 477.97 |
2023-09-30 | $15M | 34k | 445.95 |
2023-06-30 | $15M | 34k | 445.95 |
2023-03-31 | $13M | 32k | 411.29 |
2022-12-31 | $13M | 33k | 384.40 |
2022-09-30 | $15M | 41k | 358.80 |
2022-06-30 | $16M | 42k | 379.26 |
2022-03-31 | $19M | 42k | 453.88 |
2021-12-31 | $20M | 42k | 477.06 |
2021-09-30 | $18M | 42k | 430.78 |
2021-06-30 | $17M | 40k | 429.88 |
2021-03-31 | $19M | 49k | 397.82 |
2020-12-31 | $18M | 48k | 375.39 |
2020-09-30 | $16M | 48k | 336.07 |
2020-06-30 | $15M | 48k | 309.68 |
2020-03-31 | $12M | 46k | 258.40 |
2019-12-31 | $9.7M | 30k | 323.25 |
2019-09-30 | $5.9M | 20k | 298.51 |
2019-06-30 | $5.1M | 17k | 294.77 |
2019-03-31 | $2.2M | 7.7k | 284.55 |
2018-12-31 | $1.9M | 7.5k | 251.87 |
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