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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
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

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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