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.
| 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 |
| 2023 Q3 | ADDED | 11,109 | +4,976 | +81.1% | 1.67% | $4.8M | $415.48 |
| 2023 Q2 | ADDED | 6,133 | +4,182 | +214.4% | 1.00% | $2.7M | $429.27 |
| 2023 Q1 | ADDED | 1,951 | +6 | +0.3% | 0.31% | $802K | $394.68 |
| 2022 Q4 | REDUCED | 1,945 | -76 | -3.8% | 0.31% | $747K | $367.35 |
| 2022 Q3 | REDUCED | 2,021 | -822 | -28.9% | 0.35% | $725K | $341.43 |
| 2022 Q2 | REDUCED | 2,843 | -6 | -0.2% | 0.52% | $1.1M | $359.10 |
As of 2025 Q4 — sorted by position size