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iShares S&P 500 Index shares owned by Fifth Third Wealth Advisors

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

Historical chart of Fifth Third Wealth 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 Fifth Third Wealth 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 Fifth Third Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $206M 357k 576.82
2024-06-30 $159M 290k 547.23
2024-03-31 $90M 170k 525.73
2023-12-31 $32M 66k 477.63
2023-09-30 $24M 56k 429.43
2023-06-30 $4.7M 11k 445.71
2023-03-31 $1.5M 3.7k 411.09

More positions owned by Fifth Third Wealth Advisors

Ishares Tr Core S&p500 Etf Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf Tr Core S&p Scp Etf (IJR)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
JPMorgan Chase & Co. (JPM)
Ishares Tr Select Divid Etf Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf Tr Rus 1000 Grw Etf (IWF)
Broadcom (AVGO)

View all positions for Fifth Third Wealth 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