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iShares S&P 500 Index shares owned by Global Assets Advisory

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Global Assets Advisory from 13F filings

Historical chart of Global Assets Advisory 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 Global Assets Advisory 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 Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $759k 398k 1.91
2022-06-30 $698k 1.8k 385.85

More positions owned by Global Assets Advisory

Exxon Mobil Corporation (XOM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Amazon (AMZN)
C3 Ai Cl A (AI)
Verizon Communications (VZ)

View all positions for Global Assets Advisory

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index