Kesler, Norman & Wride »

iShares S&P 500 Index shares owned by Kesler, Norman & Wride

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kesler, Norman & Wride from 13F filings

Historical chart of Kesler, Norman & Wride 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 Kesler, Norman & Wride consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Kesler, Norman & Wride

Quarter filed Position value Share count Share price at filing
2024-09-30 $407k 705 576.82
2024-06-30 $386k 705 547.23
2024-03-31 $371k 705 525.73
2023-12-31 $337k 705 477.63

More positions owned by Kesler, Norman & Wride

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)
NVIDIA Corporation (NVDA)
Blackrock (BLK)
Lowe's Companies (LOW)
Broadcom (AVGO)
AmerisourceBergen (COR)
Intercontinental Exchange (ICE)
Johnson & Johnson (JNJ)
Analog Devices (ADI)
Accenture Plc Ireland Shs Class A (ACN)
Chubb (CB)

View all positions for Kesler, Norman & Wride

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