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iShares S&P 500 Index shares owned by Antonelli Financial Advisors

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

Historical chart of Antonelli Financial 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 Antonelli Financial Advisors 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 Antonelli Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 8.2k 669.33
2025-06-30 $5.2M 8.3k 620.92
2025-03-31 $4.7M 8.3k 561.92

More positions owned by Antonelli Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchange-traded Dj Internt Idx (FDN)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Antonelli Financial Advisors

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