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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
2023-12-31 $30M 63k 477.63
2023-09-30 $28M 65k 429.43

More positions owned by Commonwealth Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Russell 2000 Etf (IWM)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Msci Eafe Etf (EFA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)

View all positions for Commonwealth Financial Services

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index