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iShares S&P 500 Index shares owned by CBM Financial

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

Historical chart of CBM Financial 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 CBM Financial 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 CBM Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $32M 54k 593.18

More positions owned by CBM Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Oracle Corporation (ORCL)
Ishares Tr Core Total Usd (IUSB)

View all positions for CBM Financial

Top funds holding iShares S&P 500 Index

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Capula Management
Pnc Financial Services
Jones Financial Companies, L.L
Bank of New York Mellon
Royal Bank of Canada
Goldman Sachs Group
MKP Capital Management

View all funds holding iShares S&P 500 Index