Keystone Financial Services »

iShares S&P 500 Index shares owned by Keystone Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services 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 Keystone Financial Services 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $66M 137k 477.63
2023-09-30 $53M 123k 429.43
2023-06-30 $46M 103k 445.71
2023-03-31 $42M 103k 411.08
2022-12-31 $42M 103k 408.31
2022-09-30 $40M 105k 381.58
2022-06-30 $43M 105k 410.32
2022-03-31 $40M 99k 399.92
2021-12-31 $31M 65k 476.98

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Keystone Financial Services

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