iShares S&P 500 Index shares owned by Onyx Bridge Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Onyx Bridge Wealth Group
from 13F filings
Historical chart of Onyx Bridge Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Onyx Bridge Wealth 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 Onyx Bridge Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $67M | 132k | 510.77 |
| 2023-12-31 | $44M | 92k | 477.63 |
| 2023-09-30 | $38M | 89k | 429.43 |
| 2023-06-30 | $35M | 78k | 445.71 |
| 2023-03-31 | $16M | 39k | 411.08 |
| 2022-12-31 | $14M | 35k | 389.83 |
| 2022-09-30 | $14M | 38k | 357.97 |
| 2022-06-30 | $13M | 34k | 397.24 |
| 2022-03-31 | $26M | 62k | 419.15 |
| 2021-12-31 | $31M | 64k | 479.85 |
| 2021-09-30 | $23M | 50k | 448.98 |
| 2021-06-30 | $20M | 46k | 433.28 |
| 2021-03-31 | $16M | 40k | 397.81 |
| 2020-12-31 | $12M | 31k | 375.39 |