iShares S&P 500 Index shares owned by Boston Family Office
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Boston Family Office
from 13F filings
Historical chart of Boston Family Office investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Boston Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 11k | 525.78 |
| 2023-12-31 | $5.0M | 11k | 477.67 |
| 2023-09-30 | $4.7M | 11k | 429.43 |
| 2023-06-30 | $5.1M | 12k | 445.68 |
| 2023-03-31 | $3.7M | 8.9k | 411.08 |
| 2022-12-31 | $3.4M | 8.8k | 384.17 |
| 2022-09-30 | $2.8M | 7.7k | 358.68 |
| 2022-06-30 | $2.7M | 7.1k | 379.09 |
| 2022-03-31 | $3.2M | 7.0k | 453.74 |
| 2021-12-31 | $3.2M | 6.7k | 476.93 |
| 2021-09-30 | $3.0M | 7.0k | 430.80 |
| 2021-06-30 | $2.9M | 6.8k | 429.85 |
| 2021-03-31 | $2.7M | 6.7k | 397.24 |
| 2020-12-31 | $2.3M | 6.2k | 375.40 |
| 2020-09-30 | $2.0M | 5.9k | 336.02 |
| 2020-06-30 | $1.7M | 5.6k | 309.72 |
| 2020-03-31 | $1.5M | 5.8k | 258.41 |
| 2019-12-31 | $1.7M | 5.3k | 323.32 |
| 2019-09-30 | $1.3M | 4.5k | 298.54 |
| 2019-06-30 | $1.0M | 3.5k | 294.64 |
| 2019-03-31 | $917k | 3.2k | 284.61 |
| 2018-12-31 | $621k | 2.5k | 251.52 |
| 2018-09-30 | $711k | 2.4k | 292.71 |
| 2018-06-30 | $673k | 2.5k | 273.13 |
| 2018-03-31 | $654k | 2.5k | 265.42 |
| 2017-12-31 | $386k | 1.4k | 268.99 |
| 2017-09-30 | $228k | 902 | 252.77 |
| 2017-06-30 | $220k | 902 | 243.90 |
| 2017-03-31 | $273k | 1.2k | 237.39 |
| 2016-12-31 | $281k | 1.3k | 224.80 |
| 2016-09-30 | $272k | 1.3k | 217.60 |
| 2016-06-30 | $271k | 1.3k | 210.57 |
| 2016-03-31 | $244k | 1.2k | 206.43 |
| 2015-12-31 | $242k | 1.2k | 204.74 |
| 2015-09-30 | $227k | 1.2k | 192.37 |
| 2015-06-30 | $245k | 1.2k | 207.63 |
| 2015-03-31 | $245k | 1.2k | 207.63 |
| 2014-12-31 | $244k | 1.2k | 206.78 |
| 2014-09-30 | $232k | 1.2k | 196.61 |
| 2014-06-30 | $232k | 1.2k | 196.61 |
| 2014-03-31 | $228k | 1.2k | 188.12 |
| 2013-12-31 | $225k | 1.2k | 185.64 |
| 2013-09-30 | $205k | 1.2k | 169.14 |
| 2012-09-30 | $218k | 1.5k | 144.18 |
| 2012-03-31 | $242k | 1.7k | 140.94 |
| 2011-12-31 | $241k | 1.9k | 125.72 |
| 2011-09-30 | $226k | 2.0k | 113.45 |