iShares S&P 500 Index shares owned by Bradley, Foster & Sargent
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bradley, Foster & Sargent
from 13F filings
Historical chart of Bradley, Foster & Sargent investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bradley, Foster & Sargent
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 37k | 669.30 |
| 2025-06-30 | $22M | 36k | 620.90 |
| 2025-03-31 | $17M | 31k | 561.90 |
| 2024-12-31 | $19M | 32k | 588.68 |
| 2024-09-30 | $19M | 33k | 576.82 |
| 2024-06-30 | $19M | 34k | 547.23 |
| 2024-03-31 | $18M | 34k | 525.73 |
| 2023-12-31 | $16M | 33k | 477.63 |
| 2023-09-30 | $16M | 35k | 445.70 |
| 2023-06-30 | $16M | 35k | 445.70 |
| 2023-03-31 | $15M | 35k | 411.08 |
| 2022-12-31 | $12M | 32k | 384.21 |
| 2022-09-30 | $11M | 29k | 358.66 |
| 2022-06-30 | $10M | 27k | 379.13 |
| 2022-03-31 | $12M | 26k | 453.67 |
| 2021-12-31 | $4.5M | 9.4k | 476.94 |
| 2021-09-30 | $1.1M | 2.5k | 430.78 |
| 2021-06-30 | $1.1M | 2.5k | 429.82 |
| 2021-03-31 | $1.0M | 2.6k | 397.65 |
| 2020-12-31 | $749k | 2.0k | 375.44 |
| 2020-09-30 | $624k | 1.9k | 336.21 |
| 2020-03-31 | $451k | 1.7k | 258.45 |
| 2019-12-31 | $517k | 1.6k | 323.12 |
| 2019-09-30 | $405k | 1.4k | 298.23 |
| 2019-06-30 | $217k | 736 | 294.84 |
| 2019-03-31 | $271k | 951 | 284.96 |
| 2018-09-30 | $239k | 817 | 292.53 |
| 2018-06-30 | $223k | 817 | 272.95 |
| 2018-03-31 | $217k | 817 | 265.61 |
| 2017-12-31 | $225k | 837 | 268.82 |
| 2017-09-30 | $289k | 1.1k | 252.62 |
| 2017-06-30 | $278k | 1.1k | 243.01 |
| 2017-03-31 | $350k | 1.5k | 237.13 |
| 2016-12-31 | $338k | 1.5k | 225.18 |
| 2016-09-30 | $313k | 1.4k | 217.36 |
| 2016-06-30 | $310k | 1.5k | 210.17 |