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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
2024-12-31 $2.7M 4.6k 588.67
2024-09-30 $2.6M 4.6k 576.87
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

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Pineridge Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Morgan Stanley
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
Jones Financial Companies, L.L
Prudential Financial
LPL Financial

View all funds holding iShares S&P 500 Index