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iShares S&P 500 Index shares owned by LM Advisors

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

Historical chart of LM Advisors 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 LM Advisors 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 3.0k 576.95
2024-03-31 $2.6M 4.9k 525.72
2023-12-31 $2.9M 6.0k 477.63

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Meta Platforms Inc Cl A Cl A (META)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Vanguard World Fd Health Car Etf Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

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