iShares S&P 500 Index shares owned by Bp Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Bp Wealth Management 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 Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $119M | 226k | 525.73 |
| 2023-12-31 | $101M | 212k | 477.63 |
| 2023-09-30 | $152M | 355k | 429.43 |
| 2023-06-30 | $231M | 519k | 445.71 |
| 2023-03-31 | $328M | 798k | 411.08 |
| 2022-12-31 | $349M | 908k | 384.21 |
| 2022-09-30 | $312M | 870k | 358.65 |
| 2022-06-30 | $318M | 837k | 379.15 |
| 2022-03-31 | $437M | 947k | 461.54 |
| 2021-12-31 | $439M | 902k | 487.18 |
| 2021-09-30 | $381M | 885k | 430.82 |
| 2021-06-30 | $369M | 859k | 429.92 |
| 2021-03-31 | $328M | 824k | 397.82 |
| 2020-12-31 | $303M | 807k | 375.39 |
| 2020-09-30 | $266M | 790k | 336.06 |
| 2020-06-30 | $246M | 795k | 309.69 |
| 2020-03-31 | $152M | 572k | 266.67 |
| 2019-12-31 | $260M | 806k | 323.24 |
| 2019-09-30 | $239M | 799k | 298.52 |
| 2019-06-30 | $59M | 201k | 294.75 |