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iShares S&P 500 Index shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management 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 Hoxton Planning & Management 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 Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $47M 89k 525.73
2023-12-31 $48M 100k 477.63
2023-09-30 $32M 74k 429.43
2023-06-30 $34M 77k 445.71
2023-03-31 $33M 81k 411.08
2022-12-31 $33M 86k 384.21

More positions owned by Hoxton Planning & Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)

View all positions for Hoxton Planning & Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index