iShares S&P 500 Index shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $97k | 185 | 525.73 |
| 2023-12-31 | $88k | 185 | 477.63 |
| 2023-09-30 | $79k | 185 | 429.43 |
| 2023-06-30 | $83k | 185 | 445.71 |
| 2023-03-31 | $76k | 185 | 411.08 |
| 2022-12-31 | $71k | 185 | 380.97 |
| 2022-09-30 | $68k | 185 | 367.57 |
| 2022-06-30 | $71k | 185 | 383.78 |
| 2022-03-31 | $85k | 185 | 459.46 |
| 2021-12-31 | $105k | 220 | 477.27 |
| 2021-09-30 | $96k | 220 | 436.36 |
| 2021-06-30 | $95k | 220 | 431.82 |
| 2021-03-31 | $88k | 220 | 400.00 |
| 2020-12-31 | $85k | 220 | 386.36 |
| 2020-09-30 | $74k | 220 | 336.36 |
| 2020-06-30 | $68k | 220 | 309.09 |
| 2020-03-31 | $63k | 220 | 286.36 |
| 2019-12-31 | $71k | 220 | 322.73 |