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iShares S&P 500 Index shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family 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 Avantra Family 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 Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 2.3k 669.30
2025-03-31 $1.3M 2.4k 561.90
2024-12-31 $1.5M 2.5k 588.68

More positions owned by Avantra Family Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Wells Fargo & Company (WFC)
Broadcom (AVGO)
Citigroup Com New (C)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Ishares Tr S&p 100 Etf (OEF)
Marathon Petroleum Corp (MPC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

View all positions for Avantra Family 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