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iShares S&P 500 Index shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2M 13k 477.63
2023-09-30 $5.6M 13k 429.46
2023-06-30 $5.3M 12k 445.74
2023-03-31 $5.1M 13k 411.31

More positions owned by BIP Wealth

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Spdr S&p 500 Etf Etf (SPY)
Ishares Treasury Floating Rate B Etf Etf (TFLO)
Vanguard Index Fds Total Stk Mkt Etf Etf (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Etf (VT)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Vanguard Index Fds Vanguard Value Etf Etf (VTV)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Russell 2000 Etf Etf (IWM)
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)
Spdr Portfolio S P 1500 Cmpst St Etf Etf (SPTM)
Ishares Msci Emerging Markets Etf Etf (EEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for BIP Wealth

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