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BSW Wealth Partners
> IVV
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IVV | 156,857 | -3,474 | 69,912,659,000 | 4,003,854,000 | $445,709.53 |
03/31/2023 | iSHARES TRUST | IVV | 160,331 | 3,336 | 65,908,805,000 | 65,848,486,000 | $411,079.61 |
12/31/2022 | iSHARES TRUST | IVV | 156,995 | -4,461 | 60,319,000 | 2,413,000 | $384.21 |
09/30/2022 | iSHARES TRUST | IVV | 161,456 | 2,718 | 57,906,000 | -2,279,000 | $358.65 |
06/30/2022 | iSHARES TRUST | IVV | 158,738 | 1,826 | 60,185,000 | -11,004,000 | $379.15 |
03/31/2022 | iSHARES TRUST | IVV | 156,912 | 3,450 | 71,189,000 | -2,011,000 | $453.69 |
12/31/2021 | iSHARES TRUST | IVV | 153,462 | -9,851 | 73,200,000 | 2,841,000 | $476.99 |
09/30/2021 | iSHARES TRUST | IVV | 163,313 | 202 | 70,359,000 | 235,000 | $430.82 |
06/30/2021 | iSHARES TRUST | IVV | 163,111 | -23,930 | 70,124,000 | -4,284,000 | $429.92 |
03/31/2021 | iSHARES TRUST | IVV | 187,041 | 15,339 | 74,408,000 | 9,953,000 | $397.82 |
12/31/2020 | iSHARES TRUST | IVV | 171,702 | -268 | 64,455,000 | 6,663,000 | $375.39 |
09/30/2020 | iSHARES TRUST | IVV | 171,970 | -40,514 | 57,792,000 | -8,012,000 | $336.06 |
06/30/2020 | iSHARES TRUST | IVV | 212,484 | 1,994 | 65,804,000 | 11,413,000 | $309.69 |
03/31/2020 | iSHARES TRUST | IVV | 210,490 | 11,640 | 54,391,000 | -9,885,000 | $258.40 |
12/31/2019 | iSHARES TRUST | IVV | 198,850 | 19,376 | 64,276,000 | 10,699,000 | $323.24 |
09/30/2019 | iSHARES TRUST | IVV | 179,474 | 1,611 | 53,577,000 | 1,152,000 | $298.52 |
06/30/2019 | iSHARES TRUST | IVV | 177,863 | 408 | 52,425,000 | 1,928,000 | $294.75 |
03/31/2019 | iSHARES TRUST | IVV | 177,455 | 46,808 | 50,497,000 | 17,625,000 | $284.56 |
12/31/2018 | iSHARES TRUST | IVV | 130,647 | -10,573 | 32,872,000 | -8,467,000 | $251.61 |
09/30/2018 | iSHARES TRUST | IVV | 141,220 | 783 | 41,339,000 | 2,993,000 | $292.73 |
06/30/2018 | iSHARES TRUST | IVV | 140,437 | 6,370 | 38,346,000 | 2,769,000 | $273.05 |
03/31/2018 | iSHARES TRUST | IVV | 134,067 | -13,441 | 35,577,000 | -4,080,000 | $265.37 |
12/31/2017 | iSHARES TRUST | IVV | 147,508 | -1,674 | 39,657,000 | 1,924,000 | $268.85 |
09/30/2017 | iSHARES TRUST | IVV | 149,182 | -2,090 | 37,733,000 | 912,000 | $252.93 |
06/30/2017 | iSHARES TRUST | IVV | 151,272 | 8,809 | 36,821,000 | 3,019,000 | $243.41 |
03/31/2017 | iSHARES TRUST | IVV | 142,463 | -1,107 | 33,802,000 | 1,500,000 | $237.27 |
12/31/2016 | iSHARES TRUST | IVV | 143,570 | 112,789 | 32,302,000 | -109,179,000 | $224.99 |
09/30/2016 | iSHARES TRUST | IVV | 30,781 | -118,085 | 141,481,000 | 110,145,000 | $4,596.37 |
06/30/2016 | iSHARES TRUST | IVV | 148,866 | -9,330 | 31,336,000 | -1,355,000 | $210.50 |
03/31/2016 | iSHARES TRUST | IVV | 158,196 | 150,781 | 32,691,000 | 31,630,000 | $206.65 |
12/31/2015 | iSHARES TRUST | IVV | 204,243 | 24,029 | 41,843,000 | 7,114,000 | $204.87 |
09/30/2015 | iSHARES TRUST | IVV | 180,214 | 13,175 | 34,729,000 | 115,000 | $192.71 |
06/30/2015 | iSHARES TRUST | IVV | 167,039 | 586 | 34,614,000 | 20,000 | $207.22 |
03/31/2015 | iSHARES TRUST | IVV | 166,453 | 166,453 | 34,594,000 | 34,594,000 | $207.83 |
12/31/2014 | iSHARES TRUST | IVV | 54,047 | 54,047 | 11,181,000 | 11,181,000 | $206.88 |
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