iShares S&P 500 Index shares owned by Bluestem Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bluestem Financial Advisors
from 13F filings
Historical chart of Bluestem Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bluestem Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $44M | 83k | 525.73 |
| 2023-12-31 | $36M | 76k | 477.63 |
| 2023-09-30 | $35M | 82k | 429.43 |
| 2023-06-30 | $36M | 80k | 445.71 |
| 2023-03-31 | $34M | 83k | 411.08 |
| 2022-12-31 | $31M | 80k | 384.21 |
| 2022-09-30 | $29M | 80k | 358.65 |
| 2022-06-30 | $1.9M | 4.7M | 0.41 |
| 2022-03-31 | $34M | 75k | 453.69 |
| 2021-12-31 | $36M | 76k | 476.99 |
| 2021-09-30 | $33M | 77k | 430.82 |
| 2021-06-30 | $33M | 76k | 429.92 |
| 2021-03-31 | $32M | 80k | 397.82 |
| 2020-12-31 | $31M | 83k | 375.39 |
| 2020-09-30 | $28M | 82k | 336.06 |
| 2020-06-30 | $25M | 82k | 309.68 |
| 2020-03-31 | $21M | 79k | 258.40 |
| 2019-12-31 | $26M | 82k | 323.24 |
More positions owned by Bluestem Financial Advisors
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