Opulen Financial Group »

iShares S&P 500 Index shares owned by Opulen Financial Group

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

Historical chart of Opulen 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 Opulen Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Opulen Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 7.1k 669.34
2025-06-30 $4.4M 7.1k 620.93
2025-03-31 $3.8M 6.8k 561.90
2024-12-31 $3.9M 6.7k 588.72

More positions owned by Opulen Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Intl Qualty (IQLT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)

View all positions for Opulen Financial Group

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