Blackston Financial Advisory Group »

iShares S&P 500 Index shares owned by Blackston Financial Advisory Group

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

Historical chart of Blackston Financial Advisory Group 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 Blackston Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Blackston Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 301 669.30
2025-06-30 $211k 340 620.90
2022-12-31 $477k 1.2k 384.06
2022-09-30 $451k 1.2k 387.46

More positions owned by Blackston Financial Advisory Group

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Index (MGC)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Parsons Corporation (PSN)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Blackston Financial Advisory Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index