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iShares S&P 500 Index shares owned by Horizon Advisory Services

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

Historical chart of Horizon Advisory Services 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 Horizon Advisory Services 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 Horizon Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 399 576.82
2024-06-30 $214k 391 547.23
2024-03-31 $206k 391 525.73

More positions owned by Horizon Advisory Services

J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Harbor Etf Trust Disruptive Innov
First Tr Dow Jones Select Mi Com Shs Annual (FDM)
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 24 Trm Ts
NBT Ban (NBTB)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Pulte (PHM)
D.R. Horton (DHI)
First Tr Exch Trd Alphdx Latin Amer Alp (FLN)

View all positions for Horizon Advisory Services

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index