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iShares S&P 500 Index shares owned by Dumont & Blake Investment Advisors

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

Historical chart of Dumont & Blake Investment 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 Dumont & Blake Investment 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 Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $293k 557 525.49
2023-12-31 $278k 582 477.66
2023-09-30 $250k 582 429.55

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares MSCI EAFE Index Etf (EFA)

View all positions for Dumont & Blake Investment 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