iShares S&P 500 Index shares owned by OMNI 360 Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by OMNI 360 Wealth
from 13F filings
Historical chart of OMNI 360 Wealth 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 OMNI 360 Wealth 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 OMNI 360 Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $979k | 1.5k | 669.21 |
| 2025-06-30 | $910k | 1.5k | 620.82 |
| 2025-03-31 | $869k | 1.5k | 561.83 |
| 2024-12-31 | $1.1M | 1.9k | 588.73 |
| 2024-09-30 | $1.1M | 2.0k | 576.79 |
| 2024-06-30 | $1.1M | 2.0k | 547.11 |
| 2024-03-31 | $1.0M | 2.0k | 525.60 |
| 2023-12-31 | $925k | 1.9k | 477.74 |