iShares S&P 500 Index shares owned by Bridgeworth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bridgeworth
from 13F filings
Historical chart of Bridgeworth 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 Bridgeworth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Bridgeworth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 3.9k | 477.62 |
| 2023-09-30 | $1.7M | 4.0k | 429.39 |
| 2023-06-30 | $1.7M | 3.8k | 445.67 |
| 2023-03-31 | $1.6M | 3.8k | 411.04 |
| 2022-12-31 | $1.5M | 3.8k | 384.17 |
| 2022-09-30 | $1.6M | 4.4k | 358.52 |
| 2022-06-30 | $2.6M | 6.8k | 379.19 |
| 2022-03-31 | $2.0M | 4.3k | 453.73 |
| 2021-12-31 | $2.0M | 4.1k | 477.01 |
| 2021-09-30 | $1.7M | 4.0k | 430.74 |
| 2021-06-30 | $1.8M | 4.1k | 429.97 |
| 2021-03-31 | $1.7M | 4.2k | 397.87 |
| 2020-12-31 | $1.6M | 4.3k | 375.38 |
| 2020-09-30 | $1.4M | 4.1k | 336.04 |
| 2020-06-30 | $1.3M | 4.1k | 309.55 |
| 2020-03-31 | $1.5M | 5.6k | 258.43 |
| 2019-12-31 | $1.2M | 3.6k | 323.22 |
| 2019-09-30 | $1.1M | 3.6k | 298.51 |
| 2019-06-30 | $1.1M | 3.7k | 294.81 |
| 2019-03-31 | $1.1M | 3.8k | 284.39 |
| 2018-12-31 | $963k | 4.4k | 216.45 |
| 2018-09-30 | $1.2M | 4.6k | 254.68 |
| 2018-06-30 | $1.2M | 4.5k | 273.06 |
| 2018-03-31 | $1.2M | 4.7k | 259.90 |
| 2017-12-31 | $1.2M | 4.5k | 268.87 |
| 2017-09-30 | $681k | 2.7k | 253.35 |
| 2017-06-30 | $1.4M | 5.9k | 245.95 |
| 2017-03-31 | $1.4M | 5.8k | 236.84 |
| 2016-12-31 | $1.3M | 5.8k | 226.93 |