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
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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 |
|---|---|---|---|
| 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
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