Willner & Heller »

iShares S&P 500 Index shares owned by Willner & Heller

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

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $410k 859 477.72
2022-12-31 $340k 885 384.32
2022-09-30 $299k 833 358.94
2022-06-30 $271k 715 379.02
2022-03-31 $312k 655 476.34
2021-12-31 $273k 633 431.28

More positions owned by Willner & Heller

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Cathay General Ban (CATY)
Amazon (AMZN)
UnitedHealth (UNH)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Abbvie (ABBV)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Willner & Heller

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