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iShares S&P 500 Index shares owned by Beach Investment Counsel

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

Historical chart of Beach Investment Counsel 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 Beach Investment Counsel 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 Beach Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $101k 175 577.14
2024-06-30 $96k 175 548.57

More positions owned by Beach Investment Counsel

Enterprise Products Partners (EPD)
Energy Transfer Equity (ET)
Nextera Energy (NEE)
Vistra Energy (VST)
Mplx (MPLX)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Healthcare Realty T (HR)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Apollo Global Mgmt (APO)
JPMorgan Chase & Co. (JPM)
Facebook Inc cl a (META)
Apple (AAPL)
Crh (CRH)

View all positions for Beach Investment Counsel

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index