iShares S&P 500 Index shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors 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 BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 7.8k | 525.73 |
| 2023-12-31 | $3.8M | 8.0k | 477.63 |
| 2023-09-30 | $3.8M | 8.9k | 429.43 |
| 2023-06-30 | $3.9M | 8.8k | 445.71 |
| 2023-03-31 | $3.6M | 8.8k | 411.08 |
| 2022-12-31 | $3.6M | 9.5k | 384.21 |
| 2022-09-30 | $3.7M | 10k | 358.61 |
| 2022-06-30 | $4.3M | 11k | 379.11 |
| 2022-03-31 | $5.5M | 12k | 453.71 |
| 2021-12-31 | $41M | 87k | 476.99 |
| 2021-09-30 | $6.9M | 16k | 430.81 |
| 2021-06-30 | $7.3M | 17k | 437.40 |
| 2021-03-31 | $7.0M | 17k | 413.13 |
| 2020-12-31 | $6.5M | 17k | 375.40 |
| 2020-09-30 | $6.4M | 18k | 351.37 |
| 2020-06-30 | $5.0M | 16k | 309.71 |
| 2020-03-31 | $4.3M | 17k | 258.37 |
| 2019-12-31 | $5.8M | 18k | 328.04 |
| 2019-09-30 | $5.3M | 18k | 292.90 |
| 2019-06-30 | $5.6M | 19k | 294.73 |
| 2019-03-31 | $5.7M | 20k | 289.25 |
| 2018-12-31 | $5.2M | 20k | 264.86 |
| 2018-09-30 | $5.9M | 20k | 289.58 |
| 2018-06-30 | $5.6M | 20k | 273.07 |
| 2018-03-31 | $5.6M | 21k | 265.39 |
| 2017-12-31 | $5.8M | 22k | 268.85 |
| 2017-09-30 | $5.7M | 22k | 252.95 |
| 2017-06-30 | $5.6M | 23k | 243.41 |
| 2017-03-31 | $5.7M | 24k | 237.26 |
| 2016-12-31 | $5.9M | 26k | 224.97 |