iShares S&P 500 Index shares owned by Briggs Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Briggs Advisory Group
from 13F filings
Historical chart of Briggs Advisory Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Briggs Advisory Group 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 Briggs Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $32M | 75k | 429.43 |
| 2023-06-30 | $34M | 75k | 445.71 |
| 2023-03-31 | $31M | 75k | 411.08 |
| 2022-12-31 | $29M | 75k | 384.21 |
| 2022-09-30 | $27M | 76k | 358.65 |
| 2022-06-30 | $29M | 76k | 379.15 |
| 2022-03-31 | $37M | 83k | 453.68 |
| 2021-12-31 | $40M | 83k | 476.99 |