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iShares S&P 500 Index shares owned by RoundAngle Advisors

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

Historical chart of RoundAngle 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 RoundAngle 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 RoundAngle Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 2.3k 669.30
2025-06-30 $1.5M 2.4k 620.90
2025-03-31 $1.3M 2.3k 561.90
2024-12-31 $1.3M 2.3k 588.68

More positions owned by RoundAngle Advisors

Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Usa Mmentm (MTUM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wal-Mart Stores (WMT)

View all positions for RoundAngle Advisors

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