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iShares S&P 500 Index shares owned by Boston Financial Mangement

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Boston Financial Mangement from 13F filings

Historical chart of Boston Financial Mangement 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 Boston Financial Mangement 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 Boston Financial Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 48k 525.73
2023-09-30 $22M 51k 429.43
2023-06-30 $23M 51k 445.71
2023-03-31 $22M 54k 411.08
2022-12-31 $21M 54k 384.21
2022-09-30 $16M 44k 358.65
2022-06-30 $17M 44k 379.14
2022-03-31 $12M 27k 453.71
2021-12-31 $820k 1.7k 477.02
2021-09-30 $549k 1.3k 430.59
2021-06-30 $540k 1.3k 430.28
2021-03-31 $348k 876 397.26
2020-12-31 $319k 850 375.29
2020-09-30 $295k 878 335.99
2020-06-30 $829k 2.7k 309.56
2020-03-31 $742k 2.9k 258.54
2019-12-31 $3.2M 9.8k 323.19
2019-09-30 $2.2M 7.3k 298.57
2019-06-30 $2.7M 9.1k 294.70
2019-03-31 $2.8M 10k 284.51
2018-12-31 $3.7M 15k 251.60
2018-09-30 $5.0M 17k 292.75
2018-03-31 $233k 879 265.07
2017-12-31 $213k 791 269.28
2017-06-30 $491k 2.0k 243.31
2017-03-31 $527k 2.2k 237.17
2016-12-31 $274k 1.2k 224.77
2011-12-31 $273k 2.2k 125.98
2011-09-30 $246k 2.2k 113.52
2011-06-30 $435k 3.3k 132.54
2011-03-31 $636k 4.8k 133.00
2010-12-31 $571k 4.5k 126.33
2010-09-30 $581k 5.1k 114.48
2006-12-31 $571k 4.5k 126.33