iShares S&P 500 Index shares owned by Burleson & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Burleson & Company 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 Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $957k | 2.5k | 384.26 |
| 2022-09-30 | $898k | 2.5k | 358.77 |
| 2022-06-30 | $957k | 2.5k | 379.31 |
| 2022-03-31 | $1.2M | 2.6k | 453.55 |
| 2021-12-31 | $1.4M | 2.9k | 477.08 |
| 2021-09-30 | $1.2M | 2.8k | 430.94 |
| 2021-06-30 | $1.2M | 2.8k | 429.85 |
| 2021-03-31 | $1.6M | 4.1k | 397.93 |
| 2020-12-31 | $1.8M | 4.9k | 375.49 |
| 2020-09-30 | $1.8M | 5.1k | 351.40 |
| 2020-06-30 | $4.1M | 12k | 335.96 |
| 2020-03-31 | $4.3M | 15k | 293.48 |
| 2019-12-31 | $20M | 61k | 332.86 |
| 2019-09-30 | $17M | 58k | 301.57 |
| 2019-06-30 | $13M | 44k | 296.52 |
| 2019-03-31 | $13M | 43k | 296.02 |
| 2018-12-31 | $5.1M | 18k | 279.21 |
| 2018-09-30 | $7.7M | 28k | 271.11 |