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iShares S&P 500 Index shares owned by Bbjs Financial Advisors

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

Historical chart of Bbjs Financial 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 Bbjs Financial 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 Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 11k 525.72
2023-12-31 $7.4M 15k 477.63
2023-09-30 $7.0M 16k 429.42
2023-06-30 $8.6M 19k 445.71
2023-03-31 $8.1M 20k 411.09
2022-12-31 $6.3M 16k 384.20

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Bbjs Financial Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index