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

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

Historical chart of ORBA 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 ORBA 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 3.7k 525.73
2023-12-31 $1.8M 3.7k 477.63

More positions owned by ORBA Wealth Advisors

First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for ORBA Wealth Advisors

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