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

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

Historical chart of Prosperity Financial 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 Prosperity Financial 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 Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $364k 846 429.63
2023-06-30 $552k 1.2k 445.85
2023-03-31 $443k 1.1k 411.23

More positions owned by Prosperity Financial Group

Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Cboe Vest Rising (RDVI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Rbtcs Artfl Inte (BOTZ)
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange Traded Cloud Computing (SKYY)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)
Alphabet Cap Stk Cl A (GOOGL)
Global X Fds Internet Of Thng (SNSR)

View all positions for Prosperity Financial 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