iShares S&P 500 Index shares owned by Braun-Bostich & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Braun-Bostich & Associates
from 13F filings
Historical chart of Braun-Bostich & Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Braun-Bostich & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 378 | 669.30 |
| 2025-06-30 | $247k | 397 | 620.90 |
| 2025-03-31 | $223k | 397 | 561.90 |
| 2024-12-31 | $262k | 445 | 588.68 |
| 2024-09-30 | $270k | 468 | 576.82 |
| 2024-06-30 | $265k | 484 | 547.23 |
| 2024-03-31 | $1.2M | 2.2k | 525.61 |
| 2023-12-31 | $1.4M | 2.8k | 477.55 |
| 2023-06-30 | $1.2M | 2.7k | 445.75 |
| 2023-03-31 | $1.1M | 2.7k | 411.00 |
| 2022-12-31 | $1.0M | 2.7k | 384.21 |
| 2022-09-30 | $1.0M | 2.8k | 358.55 |
| 2022-06-30 | $1.1M | 2.9k | 379.25 |
| 2022-03-31 | $1.3M | 3.0k | 453.56 |
| 2021-12-31 | $850k | 1.9k | 457.24 |
| 2021-09-30 | $1.5M | 3.5k | 430.83 |
| 2021-06-30 | $1.6M | 3.7k | 430.05 |
| 2021-03-31 | $1.5M | 3.7k | 397.74 |
| 2020-12-31 | $1.4M | 3.8k | 375.37 |
| 2020-09-30 | $109k | 324 | 336.42 |
| 2020-06-30 | $100k | 323 | 309.60 |
| 2020-03-31 | $80k | 323 | 247.68 |
| 2019-12-31 | $216k | 663 | 325.79 |
| 2019-06-30 | $284k | 963 | 294.91 |
| 2019-03-31 | $508k | 1.8k | 284.75 |
| 2018-12-31 | $3.7M | 15k | 251.60 |
| 2018-09-30 | $4.3M | 15k | 292.76 |
| 2018-06-30 | $4.4M | 16k | 273.03 |
| 2018-03-31 | $3.8M | 14k | 265.37 |
| 2017-12-31 | $3.7M | 14k | 268.88 |
More positions owned by Braun-Bostich & Associates
View all positions for Braun-Bostich & Associates