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iShares S&P 500 Index shares owned by Aventus Investment Advisors

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

Historical chart of Aventus Investment 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 Aventus Investment 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 Aventus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.8k 669.30
2025-06-30 $1.1M 1.8k 620.90

More positions owned by Aventus Investment Advisors

Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Financial Select Sector Spdr Fund Etf (XLF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Health Care Select Sector Spdr Fund Etf (XLV)
Ishares Core High Dividend Etf Etf (HDV)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Aventus Investment 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