BOS Asset Management »

iShares S&P 500 Index shares owned by BOS Asset Management

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

Historical chart of BOS Asset Management 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 BOS Asset Management 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 BOS Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 20k 477.63
2023-09-30 $7.6M 18k 429.43
2023-06-30 $3.5M 7.9k 445.71
2023-03-31 $3.3M 8.0k 411.08
2022-12-31 $3.1M 8.1k 384.21

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Eli Lilly & Co. (LLY)
Us Bancorp Del Com New (USB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Vanguard World Fds Utilities Etf (VPU)

View all positions for BOS Asset Management

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