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iShares S&P 500 Index shares owned by Novem Group

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

Historical chart of Novem Group 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 Novem Group 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 Novem Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 20k 669.30
2025-06-30 $12M 19k 620.91
2025-03-31 $11M 19k 561.90
2024-12-31 $11M 18k 588.69

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index