Ogorek Anthony Joseph »

iShares S&P 500 Index shares owned by Ogorek Anthony Joseph

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

Historical chart of Ogorek Anthony Joseph investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Ogorek Anthony Joseph 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 Ogorek Anthony Joseph

Quarter filed Position value Share count Share price at filing
2025-09-30 $62k 94 659.57
2025-06-30 $58k 94 617.02
2025-03-31 $52k 94 553.19
2023-12-31 $999 3 333.33
2023-09-30 $999 3 333.33

More positions owned by Ogorek Anthony Joseph

Djul FT CBOE Vest US Equity Deep Buffer July (DJUL)
Vti Vanguard Total Stock Market (ETF) (VTI)
B Ishares Flexible Incme Active Etf (BINC)
Voo Vanguard 500 ETF (VOO)
Vxus Vanguard Total International Stock ETF (VXUS)
CVLC Calvert US Large-Cp Cor Rspnb ETF (CVLC)
SCHB Schwab U.S. Broad Market (SCHB)
Ymar FT Vest Intl Eq Mod Bffr ETF Mar (YMAR)
Ysep FT Vest International Equity Buffer (YSEP)
Doct FT Vest US Equity Deep Buffer (DOCT)
Pave Global X US Infrastructure Dev ETF (PAVE)
VSGX Vanguard ESG International Stock ETF (VSGX)
MDT Medtronic Inc. (MDT)
Lly Eli Lilly & Co (LLY)
Vug Vanguard Growth ETF (VUG)

View all positions for Ogorek Anthony Joseph

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