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iShares S&P 500 Index shares owned by HTG Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HTG Investment Advisors from 13F filings

Historical chart of HTG Investment Advisors 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 HTG Investment Advisors 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 HTG Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $265k 503 525.83
2023-12-31 $266k 557 477.71
2023-09-30 $213k 495 429.51
2023-06-30 $297k 666 445.71
2023-03-31 $274k 666 411.08
2022-12-31 $311k 810 384.21

More positions owned by HTG Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Cbre Group Cl A (CBRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Equity Etf (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for HTG Investment Advisors

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