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iShares S&P 500 Index shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $423k 805 525.73
2023-12-31 $339k 709 477.63
2023-09-30 $284k 662 429.43
2023-06-30 $293k 657 445.71

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

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