Heritage Wealth Partners »

iShares S&P 500 Index shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners 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 Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 18k 477.64
2023-12-31 $8.7M 18k 477.64
2023-09-30 $8.8M 20k 429.44
2023-06-30 $9.4M 21k 445.72
2023-03-31 $1.0M 2.5k 411.08
2022-12-31 $8.0M 20k 396.34

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Heritage Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index