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

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

Historical chart of Investment Planning 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 Investment Planning 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $501k 916 547.23
2024-06-30 $501k 916 547.23

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index