iShares S&P 500 Index shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beaumont Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $28M | 77k | 358.65 |
| 2022-06-30 | $26M | 68k | 379.15 |
| 2022-03-31 | $22M | 49k | 453.68 |
| 2021-12-31 | $23M | 48k | 477.00 |
| 2021-09-30 | $20M | 47k | 430.82 |
| 2021-06-30 | $20M | 47k | 429.91 |
| 2021-03-31 | $18M | 46k | 397.81 |
| 2020-12-31 | $17M | 44k | 375.39 |
| 2020-09-30 | $21M | 61k | 336.06 |
| 2020-06-30 | $17M | 56k | 309.68 |
| 2020-03-31 | $15M | 60k | 258.40 |
| 2019-12-31 | $20M | 61k | 323.24 |
| 2019-09-30 | $18M | 59k | 298.53 |
| 2019-06-30 | $19M | 65k | 294.75 |
| 2019-03-31 | $16M | 56k | 284.56 |
| 2018-12-31 | $9.9M | 39k | 251.61 |
| 2018-09-30 | $11M | 39k | 292.72 |
| 2018-06-30 | $9.9M | 36k | 273.05 |
| 2018-03-31 | $9.6M | 36k | 265.37 |
| 2017-12-31 | $9.5M | 35k | 268.84 |
| 2017-09-30 | $8.6M | 34k | 252.92 |
| 2017-06-30 | $8.4M | 35k | 243.41 |
| 2017-03-31 | $7.6M | 32k | 237.28 |
| 2016-12-31 | $7.3M | 32k | 224.98 |
| 2016-09-30 | $4.5M | 21k | 217.53 |
| 2016-06-30 | $4.0M | 19k | 210.47 |
| 2016-03-31 | $5.2M | 25k | 207.84 |
| 2015-12-31 | $3.9M | 19k | 204.86 |
| 2015-09-30 | $4.1M | 20k | 207.21 |
| 2015-06-30 | $4.1M | 20k | 207.21 |
| 2015-03-31 | $5.5M | 26k | 207.83 |
| 2014-12-31 | $5.6M | 27k | 206.85 |
| 2014-09-30 | $5.2M | 26k | 198.25 |
| 2014-06-30 | $5.4M | 27k | 196.99 |
| 2014-03-31 | $4.8M | 26k | 188.13 |
| 2013-12-31 | $5.6M | 30k | 185.66 |
| 2013-09-30 | $1.3M | 7.4k | 168.96 |
| 2013-06-30 | $1.9M | 12k | 160.90 |
| 2013-03-31 | $1.0M | 6.4k | 157.39 |
| 2012-09-30 | $2.1M | 15k | 144.40 |
| 2012-06-30 | $2.2M | 16k | 136.73 |
| 2012-03-31 | $889k | 6.3k | 141.29 |
| 2011-12-31 | $212k | 1.7k | 125.97 |
| 2011-09-30 | $254k | 2.2k | 113.75 |
More positions owned by Beaumont Financial Partners
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