iShares S&P 500 Index shares owned by Blue Fin Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Blue Fin Capital
from 13F filings
Historical chart of Blue Fin Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Blue Fin Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 3.0k | 477.63 |
| 2023-09-30 | $1.1M | 2.6k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |
| 2023-03-31 | $991k | 2.4k | 406.86 |
| 2022-12-31 | $936k | 2.4k | 384.21 |
| 2022-09-30 | $946k | 2.6k | 358.47 |
| 2022-06-30 | $1.2M | 3.2k | 378.93 |
| 2022-03-31 | $1.1M | 2.4k | 453.61 |
| 2021-12-31 | $1.1M | 2.4k | 476.76 |
| 2021-09-30 | $1.0M | 2.4k | 430.71 |
| 2021-06-30 | $1.0M | 2.4k | 429.88 |
| 2021-03-31 | $933k | 2.3k | 397.53 |
| 2020-12-31 | $903k | 2.4k | 375.31 |
| 2020-09-30 | $808k | 2.4k | 335.83 |
| 2020-06-30 | $605k | 2.0k | 309.62 |
| 2020-03-31 | $410k | 1.6k | 258.02 |
| 2019-12-31 | $400k | 1.2k | 322.84 |
| 2019-09-30 | $456k | 1.5k | 298.04 |
| 2019-06-30 | $405k | 1.4k | 294.12 |
| 2019-03-31 | $342k | 1.2k | 283.82 |
| 2018-12-31 | $234k | 932 | 251.07 |
| 2018-09-30 | $221k | 755 | 292.72 |
| 2018-06-30 | $203k | 745 | 272.48 |
| 2016-12-31 | $208k | 925 | 224.86 |
| 2015-09-30 | $463k | 2.4k | 192.52 |
| 2015-06-30 | $498k | 2.4k | 207.07 |
| 2015-03-31 | $500k | 2.4k | 207.90 |
| 2014-12-31 | $498k | 2.4k | 207.07 |
| 2014-09-30 | $477k | 2.4k | 198.34 |
| 2014-06-30 | $469k | 2.4k | 197.06 |
| 2014-03-31 | $448k | 2.4k | 188.24 |
| 2013-12-31 | $386k | 2.1k | 185.58 |