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iShares S&P 500 Index shares owned by Greystone Financial Group

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

Historical chart of Greystone Financial Group 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 Greystone Financial Group 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 Greystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $730k 1.1k 669.39
2025-06-30 $696k 1.1k 620.97
2024-09-30 $322k 558 576.96
2023-12-31 $353k 739 477.63
2021-12-31 $206k 432 476.85
2020-12-31 $346k 883 391.85

More positions owned by Greystone Financial Group

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Broadcom (AVGO)
Bank of New York Mellon Corporation (BK)
American Express Company (AXP)
Lowe's Companies (LOW)
International Business Machines (IBM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Greystone Financial Group

Top funds holding iShares S&P 500 Index

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Royal Bank of Canada
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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