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iShares S&P 500 Index shares owned by Birch Hill Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Birch Hill Investment Advisors from 13F filings

Historical chart of Birch Hill Investment Advisors 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 Birch Hill Investment Advisors 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 Birch Hill Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 46k 576.82
2024-06-30 $25M 46k 547.23
2024-03-31 $24M 46k 525.73
2023-12-31 $21M 45k 477.63
2023-09-30 $19M 45k 429.43
2023-06-30 $20M 44k 445.71
2023-03-31 $18M 44k 411.08
2022-12-31 $16M 42k 384.21
2022-09-30 $15M 42k 358.66
2022-06-30 $16M 42k 379.14
2022-03-31 $18M 41k 453.68
2021-12-31 $17M 35k 476.98
2021-09-30 $15M 35k 430.83
2021-06-30 $15M 35k 429.93
2021-03-31 $14M 35k 397.83
2020-12-31 $13M 34k 375.39
2020-09-30 $11M 33k 336.07
2020-06-30 $11M 34k 309.69
2020-03-31 $8.7M 34k 258.40
2019-12-31 $11M 35k 323.24
2019-09-30 $9.5M 32k 298.52
2019-06-30 $9.4M 32k 294.76
2019-03-31 $8.5M 30k 284.56
2018-12-31 $7.6M 30k 251.62
2018-09-30 $8.6M 29k 292.74
2018-06-30 $7.5M 28k 273.07
2018-03-31 $6.9M 26k 265.37
2017-12-31 $6.7M 25k 268.86
2017-09-30 $6.3M 25k 252.93
2017-06-30 $6.1M 25k 243.41
2017-03-31 $5.5M 23k 237.28
2016-12-31 $5.2M 23k 225.01
2016-09-30 $5.7M 26k 217.58
2016-06-30 $5.6M 26k 210.51
2016-03-31 $5.4M 26k 206.67
2015-12-31 $4.4M 22k 204.85
2015-09-30 $4.0M 21k 192.71
2015-06-30 $5.1M 25k 207.20
2015-03-31 $5.2M 25k 207.82
2014-12-31 $5.4M 26k 206.86
2014-09-30 $5.2M 26k 198.26
2014-06-30 $5.4M 27k 197.01
2014-03-31 $5.1M 27k 188.12
2013-12-31 $4.5M 25k 185.66
2013-09-30 $4.0M 24k 168.91
2013-06-30 $3.8M 24k 160.89
2013-03-31 $3.6M 23k 157.38
2012-12-31 $3.2M 22k 143.12
2012-09-30 $3.2M 22k 144.39
2012-06-30 $3.0M 22k 136.77
2012-03-31 $3.0M 22k 141.21
2011-12-31 $2.6M 21k 125.96
2011-09-30 $2.4M 21k 113.71
2011-06-30 $2.8M 21k 132.43
2011-03-31 $2.7M 21k 132.99