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iShares S&P 500 Index shares owned by Petra Financial Advisors

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

Historical chart of Petra Financial Advisors 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 Petra Financial Advisors 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 Petra Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $369k 726 508.86
2023-12-31 $225k 470 477.63
2023-09-30 $202k 470 429.43
2023-06-30 $210k 470 445.71

More positions owned by Petra Financial Advisors

Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Gold Tr Gold Shs (GLD)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Super Micro Computer (SMCI)
Guggenheim Strategic Opportu Com Sbi (GOF)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Elf Beauty (ELF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Petra Financial Advisors

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