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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
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 Long Term Bond (BLV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Broadcom (AVGO)
Lockheed Martin Corporation (LMT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
American Express Company (AXP)
Lowe's Companies (LOW)
JPMorgan Chase & Co. (JPM)
Sempra Energy (SRE)

View all positions for Greystone Financial Group

Top funds holding iShares S&P 500 Index

BlackRock
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Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index