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iShares S&P 500 Index shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $176M 369k 477.63
2023-09-30 $147M 343k 429.43
2023-06-30 $136M 304k 445.71
2023-03-31 $100M 244k 411.08
2022-12-31 $75B 196M 384.21
2022-09-30 $60M 167k 358.65
2022-06-30 $65M 170k 379.15
2022-03-31 $61M 134k 453.69
2021-12-31 $71M 149k 476.99
2021-09-30 $58M 134k 430.82
2021-06-30 $52M 121k 429.92
2021-03-31 $46M 115k 397.82
2020-12-31 $34M 92k 375.39
2020-09-30 $32M 94k 336.06
2020-06-30 $27M 86k 309.69
2020-03-31 $26M 99k 258.40
2019-12-31 $28M 88k 323.24
2019-09-30 $26M 88k 298.52
2019-06-30 $22M 67k 332.38
2019-03-31 $22M 32k 682.71
2018-12-31 $19M 74k 251.61
2018-09-30 $22M 73k 292.73
2018-06-30 $19M 69k 273.05
2018-03-31 $17M 64k 265.37
2017-12-31 $16M 61k 268.85
2017-09-30 $15M 57k 252.94
2017-06-30 $13M 54k 243.41
2017-03-31 $12M 52k 237.27
2016-12-31 $10M 46k 224.99
2016-09-30 $9.9M 46k 217.57
2016-06-30 $9.6M 46k 210.49
2016-03-31 $9.4M 46k 206.65
2015-12-31 $9.8M 48k 204.88
2015-09-30 $8.6M 45k 192.71
2015-06-30 $8.1M 39k 207.22
2015-03-31 $9.8M 47k 207.83
2014-12-31 $8.5M 41k 206.88
2014-09-30 $7.6M 39k 198.26
2014-06-30 $6.0M 31k 197.01
2014-03-31 $5.6M 30k 188.14
2013-12-31 $5.4M 29k 185.64
2013-09-30 $5.1M 30k 168.89
2013-06-30 $4.9M 31k 160.88
2013-03-31 $4.8M 31k 157.37
2012-12-31 $3.5M 25k 143.15
2012-09-30 $3.8M 27k 144.40
2012-06-30 $3.6M 27k 136.76
2012-03-31 $3.2M 23k 141.23
2011-12-31 $2.9M 23k 125.97
2011-09-30 $2.8M 21k 132.44
2011-06-30 $2.9M 22k 133.00
2011-03-31 $2.9M 22k 133.00
2010-12-31 $2.7M 22k 126.24

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P 500 Index

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Us Bancorp
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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index