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iShares S&P 500 Index shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $546k 1.0k 525.74
2023-12-31 $12M 26k 477.64
2023-09-30 $11M 26k 429.44
2022-09-30 $10M 24k 429.64

More positions owned by Buck Wealth Strategies

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Caterpillar (CAT)
Waste Management (WM)
Merck & Co (MRK)
Verizon Communications (VZ)
Coca-Cola Company (KO)
Pfizer (PFE)
Eaton Corp SHS (ETN)
Cisco Systems (CSCO)
Lyondellbasell Industries N Shs - A - (LYB)
Southern Company (SO)
Paychex (PAYX)
Consolidated Edison (ED)

View all positions for Buck Wealth Strategies

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
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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