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iShares S&P 500 Index shares owned by Global Assets Advisory

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

Historical chart of Global Assets 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 Global Assets 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 Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $764k 1.3k 571.25
2024-06-30 $1.8M 3.2k 547.23
2024-03-31 $759k 398k 1.91
2022-06-30 $698k 1.8k 385.85

More positions owned by Global Assets Advisory

Apple (AAPL)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Pfd And Incm Sec (PFF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Qualcomm (QCOM)

View all positions for Global Assets Advisory

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