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iShares S&P 500 Index shares owned by Oak Hill Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oak Hill Wealth Advisors from 13F filings

Historical chart of Oak Hill Wealth Advisors 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 Oak Hill Wealth Advisors 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 Oak Hill Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 526 525.73
2023-12-31 $251k 526 477.63
2023-09-30 $226k 526 429.43
2023-06-30 $234k 526 445.71
2022-12-31 $218k 567 384.21

More positions owned by Oak Hill Wealth Advisors

Vanguard Index Fds Large Cap Etf Put Option (VV)
Vanguard Index Fds Mid Cap Etf Put Option (VO)
Vanguard Specialized Funds Div App Etf Put Option (VIG)
Vanguard Whitehall Fds High Div Yld Put Option (VYM)
Vanguard Index Fds Small Cp Etf Put Option (VB)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Amazon Put Option (AMZN)
Vanguard Whitehall Fds Intl Dvd Etf Put Option (VIGI)
Vanguard Whitehall Fds Intl High Etf Put Option (VYMI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Procter & Gamble Company Put Option (PG)
Vanguard Index Fds Extend Mkt Etf Put Option (VXF)
Abbvie Put Option (ABBV)

View all positions for Oak Hill Wealth Advisors

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