Blalock Williams »

iShares S&P 500 Index shares owned by Blalock Williams

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

Historical chart of Blalock Williams 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 Blalock Williams 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 Blalock Williams

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 7.2k 669.30
2025-06-30 $4.6M 7.5k 620.90
2025-03-31 $6.5M 12k 561.90
2024-12-31 $7.3M 12k 588.68

More positions owned by Blalock Williams

Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Arista Networks Com Shs (ANET)

View all positions for Blalock Williams

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