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iShares S&P 500 Index shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private 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 LLBH Private Wealth Management 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $329k 601 546.94
2024-03-31 $326k 620 525.38
2023-12-31 $296k 619 478.00

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Draftkings Com Cl A (DKNG)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Exxon Mobil Corporation (XOM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Target Hospitality Corp (TH)

View all positions for LLBH Private Wealth Management

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