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iShares S&P 500 Index shares owned by Constellation Wealth Advisors

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

Historical chart of Constellation 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 Constellation 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 Constellation Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $30M 153k 192.71
2015-06-30 $31M 151k 207.22
2015-03-31 $32M 153k 207.83
2014-12-31 $171M 826k 206.87

More positions owned by Constellation Wealth Advisors

Spdr S&p 500 Etf (SPY)
WisdomTree Japan Total Dividend (DXJ)
Vanguard European ETF (VGK)
Rydex S&P Equal Weight ETF
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
Bank of America Corporation (BAC)
Bank of New York Mellon Corporation (BK)
Johnson & Johnson (JNJ)
American International (AIG)
Merck & Co (MRK)
Johnson Controls
Eaton Vance Tax-Managed Global Buy-Write (ETW)

View all positions for Constellation Wealth 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