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iShares S&P 500 Index shares owned by Buska Wealth Management

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

Historical chart of Buska Wealth 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 Buska Wealth Management 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 Buska Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $51M 88k 576.82
2024-06-30 $45M 81k 547.23
2024-03-31 $40M 76k 525.73

More positions owned by Buska Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Spdr Ser Tr Aerospace Def (XAR)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Select Sector Spdr Tr Energy (XLE)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Materials Etf (VAW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Buska Wealth Management

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
Goldman Sachs Group
Jones Financial Companies, L.L
NISA Investment Advisors
Squarepoint Ops

View all funds holding iShares S&P 500 Index