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iShares S&P 500 Index shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.2M 16k 588.69
2024-09-30 $11M 19k 576.81
2024-06-30 $9.8M 18k 547.22
2024-03-31 $9.1M 17k 525.74
2023-12-31 $5.8M 12k 477.65

More positions owned by Private Client Services

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Microsoft Corporation (MSFT)

View all positions for Private Client Services

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