iShares S&P 500 Index shares owned by BMS Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BMS Financial Advisors
from 13F filings
Historical chart of BMS Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by BMS Financial Advisors 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 BMS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $16M | 37k | 445.71 |
| 2023-03-31 | $29M | 70k | 411.08 |
| 2022-12-31 | $28M | 58k | 476.99 |
| 2022-09-30 | $33M | 92k | 358.65 |
| 2022-06-30 | $28M | 59k | 476.98 |
| 2022-03-31 | $20M | 43k | 453.69 |
| 2021-12-31 | $28M | 59k | 476.98 |