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iShares S&P 500 Index shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 2.9k 576.55
2024-06-30 $1.6M 2.9k 546.90
2024-03-31 $1.5M 2.9k 525.86
2023-09-30 $1.2M 2.9k 429.31
2023-06-30 $1.3M 2.9k 445.52
2023-03-31 $1.2M 2.9k 411.03
2022-12-31 $1.1M 2.9k 384.14
2022-09-30 $1.1M 2.9k 390.34
2022-06-30 $1.4M 3.7k 378.96
2022-03-31 $1.7M 3.8k 453.52
2021-12-31 $3.0M 6.3k 476.90
2021-09-30 $2.7M 6.3k 430.70
2021-06-30 $2.7M 6.3k 429.90
2021-03-31 $2.5M 6.3k 397.76
2020-12-31 $2.9k 375 7.73
2020-09-30 $2.6M 7.8k 336.06
2020-06-30 $2.4M 7.8k 309.61
2020-03-31 $2.0M 7.8k 258.37
2019-12-31 $2.5M 7.8k 323.28