iShares S&P 500 Index shares owned by SevenBridge Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SevenBridge Financial
from 13F filings
Historical chart of SevenBridge Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by SevenBridge Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $241k | 459 | 525.12 |
| 2024-03-31 | $236k | 459 | 513.84 |
| 2023-12-31 | $231k | 483 | 477.63 |
| 2022-03-31 | $463k | 1.0k | 453.92 |
| 2021-12-31 | $26M | 55k | 477.00 |
| 2021-09-30 | $1.3M | 2.9k | 430.72 |
| 2021-06-30 | $1.6M | 3.6k | 429.87 |
| 2021-03-31 | $1.4M | 3.5k | 397.80 |
| 2020-12-31 | $1.3M | 3.5k | 375.25 |
| 2020-09-30 | $1.2M | 3.5k | 336.23 |
| 2020-06-30 | $902k | 2.9k | 309.75 |
| 2020-03-31 | $749k | 2.9k | 258.37 |
| 2019-12-31 | $1.1M | 3.3k | 323.07 |
| 2019-09-30 | $799k | 2.7k | 298.47 |
| 2019-06-30 | $583k | 2.0k | 294.74 |