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iShares S&P 500 Index shares owned by Ballentine Capital Advisors

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

Historical chart of Ballentine Capital 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 Ballentine Capital 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 Ballentine Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $371k 706 524.92
2023-12-31 $351k 706 496.75

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)

View all positions for Ballentine Capital Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index