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
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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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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 |
More positions owned by Boston Financial Mangement
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