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iShares S&P 500 Index shares owned by Everpar Advisors

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

Historical chart of Everpar 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 Everpar 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 Everpar Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 7.8k 576.85
2024-06-30 $3.6M 6.5k 547.22
2024-03-31 $1.8M 3.4k 525.73
2023-12-31 $342k 715 477.63

More positions owned by Everpar Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Tyson Foods Cl A (TSN)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Eli Lilly & Co. (LLY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Everpar Advisors

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