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iShares S&P 500 Index shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective Advisors 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 Clear Perspective Advisors 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $474k 993 477.34
2021-09-30 $418k 970 430.93
2021-06-30 $417k 970 429.90
2021-03-31 $388k 976 397.54
2020-12-31 $337k 898 375.28
2020-09-30 $1.0M 988 1019.23
2020-06-30 $306k 988 309.72
2020-03-31 $257k 993 258.81
2019-12-31 $318k 984 323.17
2019-09-30 $294k 984 298.78
2019-06-30 $290k 984 294.72
2019-03-31 $280k 984 284.55
2018-12-31 $217k 861 252.03
2018-09-30 $252k 861 292.68
2018-06-30 $121k 443 273.14
2018-03-31 $197k 743 265.14
2017-12-31 $120k 447 268.46
2017-09-30 $113k 447 252.80

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

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