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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
2024-03-31 $1.0M 2.0k 525.60
2023-12-31 $925k 1.9k 477.74

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for OMNI 360 Wealth

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index