Embree Financial Group »

iShares S&P 500 Index shares owned by Embree Financial Group

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

Historical chart of Embree Financial Group 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 Embree Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Embree Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 2.3k 576.73
2024-06-30 $1.3M 2.3k 547.14
2024-03-31 $1.6M 3.0k 525.72
2023-12-31 $1.1M 2.4k 477.66

More positions owned by Embree Financial Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Cme (CME)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Group Inc Com Cl A (BX)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Embree Financial Group

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index