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iShares S&P 500 Index shares owned by Bronfman E.l. Rothschild

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bronfman E.l. Rothschild from 13F filings

Historical chart of Bronfman E.l. Rothschild investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Bronfman E.l. Rothschild 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 Bronfman E.l. Rothschild

Quarter filed Position value Share count Share price at filing
2020-09-30 $300M 894k 336.06
2020-06-30 $122M 394k 309.69
2020-03-31 $95M 366k 258.40
2019-12-31 $105M 324k 323.24
2019-09-30 $90M 302k 298.52
2019-06-30 $86M 292k 294.75
2019-03-31 $81M 283k 284.56
2018-12-31 $68M 268k 251.61
2018-09-30 $76M 261k 292.73
2018-06-30 $71M 259k 273.05
2018-03-31 $65M 245k 265.37
2017-12-31 $64M 239k 268.85
2017-09-30 $50M 198k 252.93
2017-06-30 $47M 194k 243.41
2017-03-31 $45M 191k 237.27
2016-12-31 $42M 189k 224.99
2016-09-30 $44M 203k 217.56
2016-06-30 $42M 199k 210.50
2016-03-31 $40M 196k 206.65
2015-12-31 $40M 195k 204.87