NEXT Financial Holdings »

iShares S&P 500 Index shares owned by NEXT Financial Holdings

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

Historical chart of NEXT Financial Holdings 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 NEXT Financial Holdings 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 NEXT Financial Holdings

Quarter filed Position value Share count Share price at filing
2019-03-31 $1.4M 4.9k 284.31