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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Braun-Bostich & Associates consolidated in one spreadsheet with up to 7 years of data

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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
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