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iShares S&P 500 Index shares owned by Commonwealth Financial Services

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

Historical chart of Commonwealth Financial Services 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 Commonwealth Financial Services 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 Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 43k 571.37
2024-06-30 $29M 53k 558.41
2024-03-31 $30M 63k 477.63
2023-12-31 $30M 63k 477.63
2023-09-30 $28M 65k 429.43

More positions owned by Commonwealth Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Intermediate Gov (MGOV)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Commonwealth Financial Services

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index