iShares S&P 500 Index shares owned by Newbridge Financial Services Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Newbridge Financial Services Group
from 13F filings
Historical chart of Newbridge Financial Services Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Newbridge Financial Services Group 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 Newbridge Financial Services Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.0M | 10k | 588.69 |
| 2024-09-30 | $5.2M | 9.0k | 576.82 |
| 2024-06-30 | $3.6M | 6.7k | 547.19 |
| 2024-03-31 | $2.2M | 4.1k | 525.78 |
| 2023-12-31 | $1.3M | 2.8k | 477.62 |
| 2023-09-30 | $1.1M | 2.7k | 429.51 |
| 2023-06-30 | $901k | 2.0k | 445.72 |
| 2023-03-31 | $786k | 1.9k | 411.02 |
| 2022-12-31 | $765k | 2.0k | 384.16 |
| 2022-09-30 | $658k | 1.8k | 358.78 |
| 2022-06-30 | $686k | 1.8k | 379.01 |
| 2022-03-31 | $877k | 1.9k | 453.93 |
| 2021-12-31 | $831k | 1.7k | 477.04 |
| 2021-09-30 | $644k | 1.5k | 430.77 |
| 2021-06-30 | $312k | 725 | 430.34 |
| 2021-03-31 | $141k | 354 | 398.31 |
| 2020-12-31 | $54k | 144 | 375.00 |
| 2020-09-30 | $48k | 144 | 333.33 |
More positions owned by Newbridge Financial Services Group
View all positions for Newbridge Financial Services Group