iShares S&P 500 Index shares owned by Biltmore Family Office
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Biltmore Family Office
from 13F filings
Historical chart of Biltmore Family Office investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Biltmore Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 5.3k | 576.82 |
| 2024-06-30 | $2.9M | 5.3k | 547.23 |
| 2024-03-31 | $2.6M | 5.0k | 525.73 |
| 2023-12-31 | $2.4M | 5.0k | 477.63 |
| 2023-09-30 | $2.1M | 5.0k | 431.42 |
| 2023-06-30 | $2.2M | 5.0k | 445.71 |
| 2023-03-31 | $2.0M | 5.0k | 411.08 |
| 2022-12-31 | $1.9M | 5.0k | 384.21 |
| 2022-09-30 | $1.8M | 5.0k | 358.72 |
| 2022-06-30 | $1.9M | 5.0k | 379.12 |
| 2022-03-31 | $2.3M | 5.0k | 453.76 |
| 2021-12-31 | $2.4M | 5.0k | 476.95 |
| 2021-09-30 | $1.8M | 4.2k | 430.77 |
| 2021-06-30 | $1.8M | 4.2k | 429.91 |
| 2021-03-31 | $477k | 1.2k | 397.50 |
| 2020-12-31 | $468k | 1.2k | 375.30 |
| 2020-09-30 | $302k | 900 | 335.56 |
| 2020-06-30 | $279k | 899 | 310.34 |
| 2020-03-31 | $232k | 899 | 258.06 |
| 2019-12-31 | $313k | 970 | 322.68 |
| 2019-09-30 | $289k | 969 | 298.25 |
| 2019-06-30 | $285k | 969 | 294.12 |
| 2019-03-31 | $572k | 2.0k | 284.44 |
| 2018-12-31 | $507k | 2.0k | 252.11 |
| 2018-09-30 | $569k | 1.9k | 293.75 |
| 2018-06-30 | $222k | 811 | 273.74 |
| 2018-03-31 | $215k | 811 | 265.10 |
| 2017-12-31 | $218k | 811 | 268.80 |