iShares S&P 500 Index shares owned by James J. Burns & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by James J. Burns & 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 James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 9.3k | 669.21 |
| 2025-06-30 | $5.9M | 9.4k | 620.87 |
| 2025-03-31 | $5.2M | 9.3k | 561.88 |
| 2024-12-31 | $5.5M | 9.4k | 588.79 |
| 2024-09-30 | $5.7M | 9.9k | 576.80 |
| 2024-06-30 | $5.5M | 10k | 547.18 |
| 2024-03-31 | $535k | 1.0k | 521.44 |
| 2023-09-30 | $4.7M | 11k | 429.40 |
| 2023-06-30 | $5.0M | 11k | 445.75 |
| 2023-03-31 | $4.6M | 11k | 411.15 |
| 2022-12-31 | $615k | 1.6k | 384.62 |
| 2022-09-30 | $576k | 1.6k | 358.88 |