IVV — ISHARES TR

Ownership history in Bridge Advisory, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.76% (2023 Q4)
Avg. % of fund
0.85%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 4,446 -111 -2.4% 1.22% $2.6M $566.00
2024 Q2 REDUCED 4,557 -1,510 -24.9% 1.23% $2.5M $534.89
2024 Q1 REDUCED 6,067 -1,263 -17.2% 1.58% $3.2M $512.33
2023 Q4 REDUCED 7,330 -3,779 -34.0% 1.76% $3.5M $463.98
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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