iShares S&P 500 Index shares owned by J.W. Burns & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by J.W. Burns & Company
from 13F filings
Historical chart of J.W. Burns & Company investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by J.W. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $384k | 731 | 525.46 |
| 2023-12-31 | $349k | 731 | 477.38 |
| 2023-09-30 | $314k | 731 | 429.21 |
| 2023-06-30 | $326k | 731 | 445.96 |
| 2023-03-31 | $300k | 731 | 410.40 |
| 2022-12-31 | $281k | 731 | 384.40 |
| 2022-09-30 | $262k | 731 | 358.41 |
| 2022-06-30 | $277k | 731 | 378.93 |
| 2022-03-31 | $331k | 731 | 452.80 |
| 2021-12-31 | $348k | 731 | 476.06 |
| 2021-09-30 | $315k | 731 | 430.92 |
| 2021-06-30 | $314k | 731 | 429.55 |
| 2021-03-31 | $291k | 731 | 398.08 |
| 2020-12-31 | $274k | 730 | 375.34 |
| 2020-09-30 | $245k | 730 | 335.62 |
| 2020-06-30 | $246k | 795 | 309.43 |
| 2020-03-31 | $257k | 994 | 258.55 |
| 2019-12-31 | $300k | 929 | 322.93 |
| 2019-09-30 | $277k | 928 | 298.49 |
| 2019-06-30 | $273k | 928 | 294.18 |
| 2019-03-31 | $264k | 927 | 284.79 |
| 2018-12-31 | $233k | 927 | 251.35 |
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