iShares S&P 500 Index shares owned by Bridge Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bridge Advisory
from 13F filings
Historical chart of Bridge Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bridge Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 4.4k | 576.80 |
| 2024-06-30 | $2.5M | 4.6k | 547.24 |
| 2024-03-31 | $3.2M | 6.1k | 525.71 |
| 2023-12-31 | $3.5M | 7.3k | 477.63 |
| 2023-09-30 | $4.8M | 11k | 429.42 |
| 2023-06-30 | $2.7M | 6.1k | 445.69 |
| 2023-03-31 | $802k | 2.0k | 411.05 |
| 2022-12-31 | $747k | 1.9k | 384.22 |
| 2022-09-30 | $725k | 2.0k | 358.73 |
| 2022-06-30 | $1.1M | 2.8k | 382.69 |
| 2022-03-31 | $1.3M | 2.8k | 453.49 |
| 2021-12-31 | $1.4M | 2.8k | 476.91 |
| 2021-09-30 | $1.2M | 2.7k | 430.93 |
| 2021-06-30 | $1.0M | 2.5k | 398.09 |
| 2021-03-31 | $1.0M | 2.5k | 398.09 |
| 2020-12-31 | $1.5M | 3.9k | 375.38 |