O'Connor Financial Group »

iShares S&P 500 Index shares owned by O'Connor Financial Group

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

Historical chart of O'Connor Financial 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 O'Connor Financial 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 13k 525.70
2023-12-31 $2.4M 5.0k 477.65
2023-09-30 $2.3M 5.4k 429.35
2023-06-30 $2.4M 5.4k 445.68
2023-03-31 $2.2M 5.4k 411.09

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard S&p 500 Etf Etf (VOO)
Timothy Plan International Etf Etf (TPIF)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Value Etf Etf (IVE)
Dimensional Emerging Markets Etf Etf (DFEM)

View all positions for O'Connor Financial Group

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