Life Line Wealth Management »

iShares S&P 500 Index shares owned by Life Line Wealth Management

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

Historical chart of Life Line Wealth Management 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 Life Line Wealth Management 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 Life Line Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $41M 71k 576.82
2024-06-30 $43M 78k 547.23
2024-03-31 $52M 98k 525.73
2023-12-31 $45M 95k 477.63

More positions owned by Life Line Wealth Management

Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Gold Tr Gold Shs (GLD)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Life Line Wealth Management

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