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iShares S&P 500 Index shares owned by Enclave Advisors

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

Historical chart of Enclave 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 Enclave 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 Enclave Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $51M 89k 576.82

More positions owned by Enclave Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Exxon Mobil Corporation (XOM)
Alps Etf Tr Alerian Mlp (AMLP)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Aerospace Def (XAR)

View all positions for Enclave Advisors

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