Kiely Wealth Advisory Group »

iShares S&P 500 Index shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 159 600.97
2024-06-30 $85k 159 531.84
2024-03-31 $29k 56 512.71
2023-12-31 $28k 56 491.20

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index