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iShares S&P 500 Index shares owned by Buckingham Strategic Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Buckingham Strategic Partners from 13F filings

Historical chart of Buckingham Strategic Partners investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Buckingham Strategic Partners 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 Buckingham Strategic Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 25k 525.76
2023-12-31 $9.5M 20k 477.64
2023-09-30 $5.8M 14k 429.45
2023-06-30 $6.4M 14k 445.74
2023-03-31 $4.1M 10k 411.10
2022-12-31 $21M 53k 384.21
2022-09-30 $16M 46k 358.65
2022-06-30 $12M 30k 379.24
2022-03-31 $11M 25k 453.79