iShares S&P 500 Index shares owned by Genovese Burford & Brothers Wealth & Retirement Plan Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Genovese Burford & Brothers Wealth & Retirement Plan Management
from 13F filings
Historical chart of Genovese Burford & Brothers Wealth & Retirement Plan Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Genovese Burford & Brothers Wealth & Retirement Plan Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Genovese Burford & Brothers Wealth & Retirement Plan Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-12-31 | $94M | 250k | 375.39 |
2020-09-30 | $85M | 253k | 336.06 |
2020-06-30 | $115M | 370k | 309.69 |
2020-03-31 | $111M | 430k | 258.40 |
2019-12-31 | $121M | 374k | 323.24 |
2019-09-30 | $113M | 378k | 298.52 |
2019-06-30 | $110M | 373k | 294.75 |
2019-03-31 | $104M | 366k | 284.56 |
2018-12-31 | $93M | 369k | 251.61 |
2018-09-30 | $131M | 449k | 292.73 |
2018-06-30 | $124M | 452k | 273.05 |
2018-03-31 | $119M | 448k | 265.37 |
2017-09-30 | $109M | 431k | 252.93 |
2017-06-30 | $104M | 425k | 243.41 |
2017-03-31 | $98M | 413k | 237.27 |
2016-12-31 | $93M | 93M | 1.00 |
2016-09-30 | $89M | 411k | 217.56 |
2016-06-30 | $86M | 409k | 210.50 |
2016-03-31 | $82M | 396k | 206.65 |
2015-12-31 | $78M | 383k | 204.87 |
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