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iShares S&P 500 Index shares owned by Blue Fin Capital

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Blue Fin Capital from 13F filings

Historical chart of Blue Fin Capital 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 Fin Capital 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 Fin Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 3.0k 576.82
2024-06-30 $1.7M 3.1k 547.23
2024-03-31 $1.6M 3.1k 525.73
2023-12-31 $1.4M 3.0k 477.63
2023-09-30 $1.1M 2.6k 429.43
2023-06-30 $1.1M 2.4k 445.71
2023-03-31 $991k 2.4k 406.86
2022-12-31 $936k 2.4k 384.21
2022-09-30 $946k 2.6k 358.47
2022-06-30 $1.2M 3.2k 378.93
2022-03-31 $1.1M 2.4k 453.61
2021-12-31 $1.1M 2.4k 476.76
2021-09-30 $1.0M 2.4k 430.71
2021-06-30 $1.0M 2.4k 429.88
2021-03-31 $933k 2.3k 397.53
2020-12-31 $903k 2.4k 375.31
2020-09-30 $808k 2.4k 335.83
2020-06-30 $605k 2.0k 309.62
2020-03-31 $410k 1.6k 258.02
2019-12-31 $400k 1.2k 322.84
2019-09-30 $456k 1.5k 298.04
2019-06-30 $405k 1.4k 294.12
2019-03-31 $342k 1.2k 283.82
2018-12-31 $234k 932 251.07
2018-09-30 $221k 755 292.72
2018-06-30 $203k 745 272.48
2016-12-31 $208k 925 224.86
2015-09-30 $463k 2.4k 192.52
2015-06-30 $498k 2.4k 207.07
2015-03-31 $500k 2.4k 207.90
2014-12-31 $498k 2.4k 207.07
2014-09-30 $477k 2.4k 198.34
2014-06-30 $469k 2.4k 197.06
2014-03-31 $448k 2.4k 188.24
2013-12-31 $386k 2.1k 185.58