Allie Family Office »

iShares S&P 500 Index shares owned by Allie Family Office

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

Historical chart of Allie Family Office 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 Allie Family Office 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 Allie Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 5.9k 487.25
2023-09-30 $1.5M 3.3k 444.55
2023-06-30 $1.8M 4.0k 455.61
2023-03-31 $1.0M 2.5k 423.26
2022-12-31 $491k 1.2k 394.94

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Allie Family Office

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