iShares S&P 500 Index shares owned by BFSG
Historical chart of BFSG investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by BFSG 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 BFSG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.5M | 11k | 576.83 |
| 2024-06-30 | $6.5M | 12k | 547.24 |
| 2024-03-31 | $8.4M | 16k | 525.74 |
| 2023-12-31 | $7.7M | 16k | 477.64 |
| 2023-09-30 | $7.0M | 16k | 429.46 |
| 2023-06-30 | $7.5M | 17k | 445.73 |
| 2023-03-31 | $8.0M | 20k | 411.07 |
| 2022-12-31 | $7.7M | 20k | 384.23 |
| 2022-09-30 | $6.5M | 18k | 358.67 |
| 2022-06-30 | $6.9M | 18k | 379.13 |
| 2022-03-31 | $8.5M | 19k | 453.68 |
| 2021-12-31 | $9.4M | 20k | 476.98 |
| 2021-09-30 | $8.7M | 20k | 430.81 |
| 2021-06-30 | $8.8M | 20k | 429.94 |
| 2021-03-31 | $8.9M | 22k | 397.82 |
| 2020-12-31 | $9.3M | 25k | 375.38 |
| 2020-09-30 | $8.5M | 25k | 336.07 |
| 2020-06-30 | $8.1M | 26k | 309.71 |
| 2020-03-31 | $6.8M | 26k | 258.39 |
| 2019-12-31 | $8.5M | 26k | 323.26 |
| 2019-09-30 | $7.1M | 24k | 298.52 |
| 2019-06-30 | $6.6M | 22k | 294.73 |
| 2019-03-31 | $6.2M | 22k | 284.58 |
| 2018-12-31 | $5.3M | 21k | 251.59 |
| 2018-09-30 | $5.7M | 20k | 292.72 |
| 2018-06-30 | $5.1M | 19k | 273.04 |
| 2018-03-31 | $4.8M | 18k | 265.37 |
| 2017-12-31 | $4.8M | 18k | 268.87 |
| 2017-09-30 | $4.5M | 18k | 252.92 |
| 2017-06-30 | $4.3M | 18k | 243.43 |
| 2017-03-31 | $4.0M | 17k | 237.26 |