iShares S&P 500 Index shares owned by Bks Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bks Advisors
from 13F filings
Historical chart of Bks Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Bks 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 Bks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-03-31 | $665k | 2.3k | 284.43 |
| 2018-12-31 | $649k | 2.6k | 251.65 |
| 2018-09-30 | $837k | 2.9k | 292.56 |
| 2018-06-30 | $781k | 2.9k | 272.98 |
| 2018-03-31 | $741k | 2.8k | 265.40 |
| 2017-12-31 | $715k | 2.7k | 268.90 |
| 2017-09-30 | $651k | 2.6k | 252.82 |
| 2017-06-30 | $628k | 2.6k | 243.32 |
| 2017-03-31 | $692k | 2.9k | 237.31 |
| 2016-12-31 | $598k | 2.7k | 224.81 |
| 2016-09-30 | $307k | 1.4k | 217.58 |
| 2016-06-30 | $300k | 1.4k | 210.38 |
| 2016-03-31 | $295k | 1.4k | 206.87 |
| 2015-12-31 | $290k | 1.4k | 204.80 |
| 2015-09-30 | $219k | 1.1k | 192.78 |
| 2015-06-30 | $235k | 1.1k | 206.87 |
| 2015-03-31 | $217k | 1.0k | 208.05 |