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iShares S&P 500 Index shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth 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 Merkkuri Wealth 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 6.4k 588.70
2024-09-30 $4.1M 7.1k 576.84
2024-06-30 $4.7M 8.6k 547.27

More positions owned by Merkkuri Wealth Advisors

Schwab Strategic Tr Equities (SCHD)
Spdr Ser Tr Equities (SPLG)
Spdr S&p 500 Etf Tr Equities (SPY)
Invesco Qqq Tr Equities (QQQ)
Fidelity Merrimack Str Tr Equities (FBND)
Ishares Tr Equities (IUSG)
Ishares Tr Equities (IJH)
J P Morgan Exchange Traded F Equities (JEPI)
Ishares Tr Equities (IEFA)
Invesco Exchange Traded Fd T Equities (RSP)
Ishares Tr Equities (IVV)
Ishares Tr Equities (AGG)
First Tr Exchange-traded Equities (FTHI)
Ishares Equities (IEMG)
Ishares Tr Equities (IVW)

View all positions for Merkkuri Wealth Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index