iShares S&P 500 Index shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 9.6k | 669.30 |
| 2025-06-30 | $6.5M | 10k | 620.90 |
| 2025-03-31 | $5.5M | 9.8k | 561.90 |
| 2024-12-31 | $4.9M | 8.3k | 588.68 |
| 2024-09-30 | $4.7M | 8.2k | 576.82 |
| 2024-06-30 | $4.7M | 8.6k | 547.23 |
| 2024-03-31 | $4.5M | 8.5k | 525.73 |
| 2023-12-31 | $4.3M | 8.9k | 477.63 |
| 2023-09-30 | $2.9M | 6.8k | 429.43 |
| 2023-06-30 | $3.1M | 6.9k | 445.71 |
| 2023-03-31 | $2.9M | 7.0k | 411.08 |
| 2022-12-31 | $3.0M | 7.8k | 384.21 |
| 2022-09-30 | $3.4M | 9.5k | 358.68 |
| 2022-06-30 | $4.7M | 13k | 379.12 |
| 2022-03-31 | $7.7M | 17k | 453.68 |
| 2021-12-31 | $9.8M | 21k | 477.01 |
| 2021-09-30 | $5.6M | 13k | 432.33 |
| 2021-06-30 | $2.8M | 6.6k | 429.91 |
| 2021-03-31 | $2.4M | 6.1k | 397.74 |
| 2020-12-31 | $2.4M | 6.3k | 374.64 |
| 2020-09-30 | $2.3M | 6.8k | 336.00 |
| 2020-06-30 | $2.1M | 6.9k | 309.04 |
| 2020-03-31 | $2.7M | 11k | 258.40 |
| 2019-12-31 | $3.5M | 11k | 323.25 |
| 2019-09-30 | $3.0M | 10k | 298.51 |
| 2019-06-30 | $2.9M | 9.7k | 294.72 |
| 2019-03-31 | $3.0M | 10k | 284.55 |
| 2018-12-31 | $2.6M | 10k | 251.62 |
| 2018-09-30 | $2.6M | 8.9k | 292.70 |
| 2018-06-30 | $2.6M | 9.5k | 273.10 |
| 2018-03-31 | $2.9M | 11k | 265.36 |
| 2017-12-31 | $2.7M | 10k | 268.79 |
| 2017-09-30 | $3.0M | 12k | 252.90 |
| 2017-06-30 | $3.5M | 14k | 243.40 |
| 2017-03-31 | $2.8M | 12k | 237.23 |
| 2016-12-31 | $880k | 3.9k | 225.24 |
| 2016-09-30 | $727k | 3.3k | 217.66 |
| 2016-06-30 | $556k | 2.6k | 210.61 |
| 2016-03-31 | $580k | 2.8k | 206.70 |
| 2015-12-31 | $595k | 2.9k | 204.75 |
| 2015-09-30 | $464k | 2.4k | 192.85 |
| 2015-06-30 | $778k | 3.8k | 207.14 |
| 2015-03-31 | $957k | 4.6k | 207.77 |
| 2014-12-31 | $1.2M | 5.7k | 206.86 |
| 2014-09-30 | $923k | 4.7k | 198.24 |
| 2014-06-30 | $1.0M | 5.3k | 196.92 |
| 2014-03-31 | $801k | 4.3k | 188.20 |
| 2013-12-31 | $790k | 4.3k | 185.62 |
| 2013-09-30 | $1.1M | 6.5k | 168.92 |
| 2013-06-30 | $725k | 4.5k | 160.90 |
More positions owned by Blue Bell Private Wealth Management
View all positions for Blue Bell Private Wealth Management