iShares S&P 500 Index shares owned by BT Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BT Wealth Management
from 13F filings
Historical chart of BT Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by BT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $51M | 134k | 379.15 |
| 2022-03-31 | $58M | 128k | 453.69 |
| 2021-12-31 | $57M | 118k | 476.99 |
| 2021-09-30 | $48M | 111k | 430.82 |
| 2021-06-30 | $45M | 104k | 429.92 |
| 2021-03-31 | $37M | 94k | 397.82 |
| 2020-12-31 | $31M | 81k | 375.40 |
| 2020-09-30 | $24M | 71k | 336.07 |
| 2020-06-30 | $27M | 88k | 309.69 |
| 2020-03-31 | $22M | 84k | 258.40 |
| 2019-12-31 | $15M | 48k | 323.24 |
| 2019-09-30 | $13M | 44k | 298.52 |
| 2019-06-30 | $12M | 42k | 289.66 |
| 2019-03-31 | $11M | 39k | 284.57 |
| 2018-12-31 | $21M | 77k | 276.03 |
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