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iShares S&P 500 Index shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 488 669.30
2025-06-30 $334k 538 620.90
2025-03-31 $284k 505 561.90

More positions owned by Richards, Merrill & Peterson

Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Home Depot (HD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)

View all positions for Richards, Merrill & Peterson

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index