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iShares S&P 500 Index shares owned by River Street Advisors

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

Historical chart of River Street 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 River Street 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 River Street Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 1.8k 576.82
2024-06-30 $762k 1.4k 547.23

More positions owned by River Street Advisors

Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Put (Principal) (SPY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Franklin Templeton Etf Tr Franklin India (FLIN)
Broadcom (AVGO)

View all positions for River Street Advisors

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