iShares S&P 500 Index shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31M | 59k | 525.73 |
| 2023-12-31 | $29M | 60k | 477.63 |
| 2023-09-30 | $26M | 60k | 429.43 |
| 2023-06-30 | $27M | 61k | 445.71 |
| 2023-03-31 | $25M | 61k | 411.08 |
| 2022-12-31 | $24M | 61k | 384.21 |
| 2022-09-30 | $22M | 62k | 358.65 |
| 2022-06-30 | $24M | 62k | 379.15 |
| 2022-03-31 | $29M | 63k | 453.69 |
| 2021-12-31 | $30M | 64k | 477.00 |
| 2021-09-30 | $27M | 62k | 430.82 |
| 2021-06-30 | $27M | 62k | 429.93 |
| 2021-03-31 | $25M | 63k | 397.82 |
| 2020-12-31 | $24M | 63k | 375.40 |
| 2020-09-30 | $22M | 65k | 336.06 |
| 2020-06-30 | $21M | 67k | 309.69 |
| 2020-03-31 | $19M | 74k | 258.40 |
| 2019-12-31 | $24M | 75k | 323.24 |
| 2019-09-30 | $22M | 75k | 298.52 |
| 2019-06-30 | $22M | 75k | 294.75 |
| 2019-03-31 | $22M | 78k | 284.56 |
| 2018-12-31 | $13M | 51k | 251.61 |
| 2018-09-30 | $653k | 2.2k | 292.69 |
| 2018-06-30 | $615k | 2.3k | 273.21 |
| 2018-03-31 | $597k | 2.3k | 265.22 |
| 2017-12-31 | $437k | 1.6k | 268.76 |
| 2017-09-30 | $724k | 2.9k | 252.97 |
| 2017-06-30 | $543k | 2.2k | 243.50 |
| 2017-03-31 | $257k | 1.1k | 237.30 |
| 2016-09-30 | $267k | 1.2k | 217.60 |
| 2016-06-30 | $346k | 1.6k | 210.33 |
| 2016-03-31 | $686k | 3.3k | 206.69 |
| 2015-12-31 | $1.7M | 8.1k | 204.92 |
| 2015-09-30 | $2.0M | 11k | 192.66 |
| 2015-06-30 | $2.7M | 13k | 207.19 |
More positions owned by Beacon Investment Advisory Services
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