iShares S&P 500 Index shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. Private Wealth Management 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 Bradley & Co. Private Wealth Management 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 Bradley & Co. Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $52k | 95 | 547.23 |
| 2024-03-31 | $50k | 95 | 525.73 |
| 2023-12-31 | $45k | 95 | 477.63 |
| 2023-09-30 | $41k | 95 | 429.43 |
| 2023-06-30 | $42k | 95 | 445.71 |
| 2023-03-31 | $39k | 95 | 411.08 |
| 2022-12-31 | $37k | 95 | 384.21 |
| 2022-09-30 | $305k | 850 | 358.82 |
| 2022-06-30 | $322k | 850 | 378.82 |
More positions owned by Bradley & Co. Private Wealth Management
View all positions for Bradley & Co. Private Wealth Management