iShares S&P 500 Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $87M | 159k | 547.23 |
| 2024-03-31 | $85M | 162k | 525.73 |
| 2023-12-31 | $80M | 167k | 477.63 |
| 2023-09-30 | $72M | 168k | 429.43 |
| 2023-06-30 | $76M | 170k | 445.71 |
| 2023-03-31 | $70M | 171k | 411.08 |
| 2022-12-31 | $66M | 171k | 384.21 |
| 2022-09-30 | $60M | 168k | 358.66 |
| 2022-06-30 | $64M | 169k | 379.15 |
| 2022-03-31 | $76M | 167k | 453.69 |
| 2021-12-31 | $80M | 169k | 476.99 |
| 2021-09-30 | $72M | 168k | 430.82 |
| 2021-06-30 | $72M | 167k | 429.92 |
| 2021-03-31 | $68M | 170k | 397.82 |
| 2020-12-31 | $66M | 176k | 375.39 |
| 2020-09-30 | $63M | 188k | 336.06 |
| 2020-06-30 | $63M | 205k | 309.69 |
| 2020-03-31 | $54M | 209k | 258.40 |
| 2019-12-31 | $66M | 204k | 323.24 |
| 2019-09-30 | $62M | 206k | 298.52 |
| 2019-06-30 | $65M | 220k | 294.75 |
| 2019-03-31 | $64M | 226k | 284.56 |
| 2018-12-31 | $55M | 219k | 251.61 |
| 2018-09-30 | $54M | 184k | 292.73 |
| 2018-06-30 | $49M | 181k | 273.05 |
| 2018-03-31 | $50M | 182k | 272.19 |
| 2017-12-31 | $50M | 186k | 268.85 |
| 2017-09-30 | $48M | 190k | 252.93 |
| 2017-06-30 | $48M | 195k | 243.41 |
| 2017-03-31 | $49M | 208k | 237.27 |
| 2016-12-31 | $48M | 214k | 224.99 |
| 2016-09-30 | $48M | 219k | 217.56 |
| 2016-06-30 | $46M | 217k | 210.50 |
| 2016-03-31 | $44M | 214k | 206.65 |
| 2015-12-31 | $41M | 200k | 204.87 |
| 2015-09-30 | $38M | 197k | 192.71 |
| 2015-06-30 | $42M | 202k | 207.22 |
| 2015-03-31 | $43M | 207k | 207.83 |
| 2014-12-31 | $43M | 210k | 204.09 |
| 2014-09-30 | $41M | 208k | 197.82 |
| 2014-06-30 | $42M | 215k | 197.04 |
| 2014-03-31 | $41M | 219k | 188.17 |
| 2013-12-31 | $86M | 464k | 185.65 |
| 2013-09-30 | $40M | 237k | 168.90 |