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iShares S&P 500 Index shares owned by O'Keefe Stevens Advisory

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by O'Keefe Stevens Advisory from 13F filings

Historical chart of O'Keefe Stevens Advisory 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'Keefe Stevens Advisory 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'Keefe Stevens Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.7M 6.3k 748.89
2026-03-31 $4.1M 6.3k 653.21

More positions owned by O'Keefe Stevens Advisory

NVIDIA Corporation (NVDA)
Corning Incorporated (GLW)
Sphere Entertainment Cl A (SPHR)
Warrior Met Coal (HCC)
Qualcomm (QCOM)
Aercap Holdings Nv SHS (AER)
Callaway Golf Company (CALY)
Compass Minerals International (CMP)
Bgc Group Cl A (BGC)
Loews Corporation (L)
Amgen (AMGN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Weyerhaeuser Com New (WY)
Five Point Holdings Com Cl A (FPH)
Baxter International (BAX)

View all positions for O'Keefe Stevens Advisory

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index