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iShares S&P 500 Index shares owned by Catalina Capital Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Catalina Capital Group from 13F filings

Historical chart of Catalina Capital Group 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 Catalina Capital Group 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 Catalina Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 9.6k 525.72
2023-12-31 $3.2M 6.6k 477.62

More positions owned by Catalina Capital Group

Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Starbucks Corporation (SBUX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Coca-Cola Company Put Option (KO)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Catalina Capital Group

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