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iShares S&P 500 Index shares owned by Breed's Hill Capital

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Breed's Hill Capital from 13F filings

Historical chart of Breed's Hill Capital 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 Breed's Hill Capital 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 Breed's Hill Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 4.4k 576.82
2024-06-30 $2.4M 4.4k 547.23
2024-03-31 $1.9M 3.6k 525.73
2023-12-31 $1.7M 3.6k 477.63

More positions owned by Breed's Hill Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Breed's Hill Capital

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index