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iShares S&P 500 Index shares owned by M3 Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory 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 M3 Advisory 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 M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 7.0k 525.71
2023-12-31 $2.9M 6.0k 477.61

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Energy (XLE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)

View all positions for M3 Advisory Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index