Schneider Downs Wealth Management Advisors »

iShares S&P 500 Index shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 5.7k 477.64
2023-09-30 $2.5M 5.9k 429.42
2023-06-30 $2.6M 5.8k 445.70
2023-03-31 $2.5M 6.0k 411.10
2022-12-31 $2.2M 5.7k 384.20
2022-09-30 $2.1M 5.7k 358.67
2022-06-30 $2.2M 5.8k 379.13
2022-03-31 $2.5M 5.4k 453.77
2021-12-31 $2.6M 5.5k 476.95
2021-09-30 $4.2M 9.7k 430.85
2021-06-30 $4.2M 9.9k 429.93
2021-03-31 $3.9M 9.8k 397.78
2020-12-31 $3.7M 9.8k 375.42
2020-09-30 $3.3M 9.9k 336.03
2020-06-30 $3.0M 9.7k 309.66
2020-03-31 $2.5M 9.6k 258.43
2019-12-31 $2.5M 7.9k 323.18
2019-09-30 $2.3M 7.9k 298.59
2019-06-30 $2.5M 8.6k 294.74
2019-03-31 $2.5M 8.9k 284.52
2018-12-31 $2.4M 9.6k 251.59
2018-09-30 $3.0M 10k 292.75
2018-06-30 $2.7M 10k 273.05
2018-03-31 $2.5M 9.3k 265.38
2017-12-31 $2.7M 10k 268.84
2017-09-30 $2.5M 9.9k 252.95
2017-06-30 $2.5M 10k 243.39
2017-03-31 $2.5M 10k 237.24
2016-12-31 $2.3M 10k 224.98
2016-09-30 $2.2M 10k 217.56
2016-06-30 $1.2M 5.8k 210.53
2016-03-31 $1.2M 5.8k 206.65
2015-12-31 $1.2M 5.8k 204.95

More positions owned by Schneider Downs Wealth Management Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Actively Managed Etf Total Return (GTO)

View all positions for Schneider Downs Wealth Management 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