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iShares S&P 500 Index shares owned by Gallagher Capital Advisors

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

Historical chart of Gallagher Capital 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 Gallagher Capital 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 Gallagher Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 10k 2065.39
2025-06-30 $6.5M 10k 639.31
2025-03-31 $5.4M 9.6k 561.91
2024-12-31 $5.5M 9.4k 588.66

More positions owned by Gallagher Capital Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr U.s. Tech Etf (IYW)
Amazon (AMZN)
Ishares Tr Select Divid Etf (DVY)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Snowflake Com Shs (SNOW)
Costco Wholesale Corporation (COST)
Pfizer (PFE)

View all positions for Gallagher Capital Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index