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iShares S&P 500 Index shares owned by BCU Wealth Advisors

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

Historical chart of BCU Wealth 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 BCU Wealth 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 BCU Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 9.5k 576.82
2024-06-30 $5.3M 9.7k 547.20
2024-03-31 $5.4M 10k 525.74
2023-12-31 $6.1M 13k 477.65

More positions owned by BCU Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Eafe Value Etf (EFV)

View all positions for BCU Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index