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

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

Historical chart of Hibernia 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 Hibernia Wealth Partners 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 Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 2.6k 576.85
2024-06-30 $1.5M 2.7k 547.35
2024-03-31 $504k 958 525.96
2023-09-30 $54k 126 430.80

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Gold Tr Gold Shs (GLD)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Bloomberg Emergi (EBND)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)

View all positions for Hibernia Wealth Partners

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index