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iShares S&P 500 Index shares owned by Financial Services Advisory

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

Historical chart of Financial Services Advisory 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 Financial Services Advisory 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 Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 17k 576.83
2024-06-30 $6.0M 11k 547.23
2024-03-31 $7.9M 15k 525.73
2023-12-31 $5.2M 11k 477.63

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Bloomberg High Y (JNK)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financial Services Advisory

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