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

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

Historical chart of Prosperity 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 Prosperity Financial Group 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 Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 1.1k 525.57
2023-09-30 $364k 846 429.63
2023-06-30 $552k 1.2k 445.85
2023-03-31 $443k 1.1k 411.23

More positions owned by Prosperity Financial Group

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Ser Tr Bloomberg High Y (JNK)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Putnam Etf Trust Focused Lar Cap (PVAL)
Global X Fds Rbtcs Artfl Inte (BOTZ)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Putnam Etf Trust Focsd Larcp Gwt (PGRO)
Proshares Tr S&p 500 High Inc (ISPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Prosperity Financial Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index