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iShares S&P 500 Index shares owned by Pineridge Advisors

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

Historical chart of Pineridge 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 Pineridge 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 Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 5.1k 547.24
2024-03-31 $2.7M 5.2k 525.74
2023-12-31 $2.6M 5.5k 477.65

More positions owned by Pineridge Advisors

Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr S&p Regl Bkg (KRE)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr U.s. Real Es Etf (IYR)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)

View all positions for Pineridge Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
FMR
LPL Financial

View all funds holding iShares S&P 500 Index