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iShares S&P 500 Index shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth 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 Invera Wealth 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 Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 1.5k 669.30
2025-06-30 $939k 1.5k 620.90
2025-03-31 $2.0M 3.6k 561.90
2023-12-31 $674k 1.4k 477.63

More positions owned by Invera Wealth Advisors

Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awre Usd Etf (SUSC)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
TJX Companies (TJX)

View all positions for Invera Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index