iShares S&P 500 Index shares owned by Brio Consultants
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $422k | 731 | 576.55 |
| 2024-06-30 | $266k | 485 | 547.50 |
| 2024-03-31 | $293k | 557 | 525.99 |
| 2023-12-31 | $297k | 621 | 477.56 |
| 2023-09-30 | $265k | 616 | 429.72 |
| 2023-06-30 | $311k | 698 | 445.62 |
| 2023-03-31 | $313k | 760 | 411.33 |
| 2022-12-31 | $297k | 772 | 384.06 |
| 2022-09-30 | $313k | 822 | 380.78 |
| 2022-06-30 | $283k | 744 | 380.38 |
| 2022-03-31 | $765k | 1.7k | 453.74 |
| 2021-12-31 | $516k | 1.1k | 476.89 |
| 2021-09-30 | $443k | 1.0k | 430.52 |
| 2021-06-30 | $436k | 1.0k | 430.40 |
| 2021-03-31 | $437k | 1.1k | 397.63 |
| 2020-12-31 | $412k | 1.1k | 375.57 |
| 2020-09-30 | $492k | 1.5k | 336.30 |
| 2020-06-30 | $397k | 1.3k | 309.43 |
| 2020-03-31 | $721k | 2.8k | 258.52 |
| 2019-12-31 | $908k | 2.8k | 323.25 |
| 2019-09-30 | $836k | 2.8k | 298.57 |
| 2019-06-30 | $836k | 2.8k | 294.57 |
| 2019-03-31 | $786k | 2.8k | 284.68 |
| 2018-12-31 | $1.1M | 4.5k | 251.57 |