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iShares S&P 500 Index shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial 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 Beaumont Financial 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $33M 69k 477.63
2023-09-30 $30M 69k 429.43
2023-06-30 $30M 68k 445.71
2023-03-31 $29M 70k 411.08
2022-12-31 $28M 74k 384.21

More positions owned by Beaumont Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded Active Growth (JGRO)
Ishares Tr Core S&p Md Cap (IJH)
Ishares Tr Global 100 Etf (IOO)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index