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
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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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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 |
More positions owned by Birch Hill Investment Advisors
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