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iShares S&P 500 Index shares owned by Alteri Wealth

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

Historical chart of Alteri Wealth 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 Alteri Wealth 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 Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0B 4.5k 669332.53
2025-06-30 $2.8B 4.5k 620898.09
2025-03-31 $2.5B 4.5k 561893.85

More positions owned by Alteri Wealth

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Walmart Stock (WMT)
Exxon Mobil Corp Stock (XOM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Intel Corp Stock (INTC)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Tesla Stock (TSLA)
Amgen Stock (AMGN)

View all positions for Alteri Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index