iShares S&P 500 Index shares owned by Goepper Burkhardt
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Goepper Burkhardt
from 13F filings
Historical chart of Goepper Burkhardt investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Goepper Burkhardt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 8.7k | 576.82 |
| 2024-06-30 | $4.4M | 8.1k | 547.23 |
| 2024-03-31 | $3.0M | 5.8k | 523.39 |
| 2023-12-31 | $1.2M | 2.3k | 503.65 |
| 2023-09-30 | $975k | 2.3k | 429.43 |
| 2023-06-30 | $1.0M | 2.3k | 445.71 |
| 2023-03-31 | $934k | 2.3k | 411.08 |
| 2022-12-31 | $873k | 2.3k | 384.21 |
| 2022-09-30 | $814k | 2.3k | 358.43 |
| 2022-06-30 | $1.1M | 2.4k | 453.82 |
| 2022-03-31 | $1.1M | 2.4k | 476.88 |
| 2021-12-31 | $1.1M | 2.4k | 476.88 |
| 2021-09-30 | $1.2M | 2.7k | 430.95 |
| 2021-06-30 | $1.2M | 2.7k | 429.84 |
| 2021-03-31 | $1.1M | 2.7k | 398.00 |
| 2020-12-31 | $1.1M | 3.0k | 375.54 |