iShares S&P 500 Index shares owned by Burney Co/
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Burney Co/
from 13F filings
Historical chart of Burney Co/ investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Burney Co/ 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 Burney Co/
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.4k | 669.32 |
| 2025-06-30 | $1.5M | 2.5k | 620.90 |
| 2025-03-31 | $1.3M | 2.3k | 561.90 |
| 2024-12-31 | $1.6M | 2.8k | 588.68 |
| 2024-09-30 | $1.9M | 3.2k | 576.82 |
| 2024-06-30 | $1.8M | 3.2k | 547.23 |
| 2024-03-31 | $1.8M | 3.3k | 525.73 |
| 2023-12-31 | $1.6M | 3.3k | 477.63 |
| 2023-09-30 | $1.3M | 3.0k | 429.43 |
| 2023-06-30 | $1.4M | 3.2k | 445.71 |
| 2023-03-31 | $1.0M | 2.6k | 411.08 |
| 2022-12-31 | $890k | 2.3k | 384.21 |
| 2022-09-30 | $724k | 2.0k | 356.52 |
| 2022-06-30 | $774k | 2.0k | 379.22 |
| 2022-03-31 | $929k | 2.0k | 453.46 |
| 2021-12-31 | $1.0M | 2.1k | 480.00 |
| 2021-09-30 | $768k | 1.8k | 430.00 |
| 2021-06-30 | $759k | 1.8k | 430.00 |
| 2021-03-31 | $706k | 1.8k | 400.00 |
| 2020-12-31 | $398k | 1.1k | 375.12 |
| 2020-09-30 | $643k | 1.9k | 335.79 |
| 2020-06-30 | $642k | 2.1k | 310.00 |
| 2020-03-31 | $453k | 1.8k | 258.56 |
| 2019-12-31 | $408k | 1.3k | 323.30 |
| 2019-09-30 | $518k | 1.7k | 298.73 |
| 2019-06-30 | $434k | 1.5k | 294.84 |
| 2019-03-31 | $418k | 1.5k | 284.35 |
| 2018-12-31 | $232k | 922 | 251.63 |
| 2018-09-30 | $349k | 1.2k | 292.54 |
| 2018-06-30 | $247k | 906 | 272.63 |
| 2018-03-31 | $240k | 904 | 265.49 |
| 2017-12-31 | $281k | 1.0k | 268.64 |
| 2015-06-30 | $295k | 1.4k | 206.87 |
| 2015-03-31 | $221k | 1.1k | 208.10 |