Siena Capital »

iShares S&P 500 Index shares owned by Siena Capital

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

Historical chart of Siena Capital 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 Siena Capital 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 Siena Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $458k 1.3k 358.37
2022-06-30 $485k 1.3k 379.50
2022-03-31 $588k 1.3k 454.05
2021-12-31 $618k 1.3k 477.22

More positions owned by Siena Capital

Procter And Gamble Stock (PG)
Ishares Iboxx $ High Yield Corporate Bond Etf (HYG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf (VOO)
Johnson & Johnson Stock (JNJ)
Invesco Ultra Short Duration Etf Etf (GSY)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Merck & Co Stock (MRK)
Coca Cola Stock (KO)
Philip Morris Intl Stock (PM)
Unitedhealth Group Stock (UNH)
Home Depot Stock (HD)

View all positions for Siena Capital

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Creative Planning
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Marshall Wace
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index