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iShares S&P 500 Index shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management 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 Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 5.7k 576.84
2024-06-30 $3.0M 5.5k 547.24
2024-03-31 $2.9M 5.5k 525.74
2023-12-31 $2.7M 5.7k 477.64
2023-09-30 $2.5M 5.9k 429.42
2023-06-30 $2.6M 5.8k 445.70
2023-03-31 $2.5M 6.0k 411.10
2022-12-31 $2.2M 5.7k 384.20
2022-09-30 $2.1M 5.7k 358.67
2022-06-30 $2.2M 5.8k 379.13
2022-03-31 $2.5M 5.4k 453.77
2021-12-31 $2.6M 5.5k 476.95
2021-09-30 $4.2M 9.7k 430.85
2021-06-30 $4.2M 9.9k 429.93
2021-03-31 $3.9M 9.8k 397.78
2020-12-31 $3.7M 9.8k 375.42
2020-09-30 $3.3M 9.9k 336.03
2020-06-30 $3.0M 9.7k 309.66
2020-03-31 $2.5M 9.6k 258.43
2019-12-31 $2.5M 7.9k 323.18
2019-09-30 $2.3M 7.9k 298.59
2019-06-30 $2.5M 8.6k 294.74
2019-03-31 $2.5M 8.9k 284.52
2018-12-31 $2.4M 9.6k 251.59
2018-09-30 $3.0M 10k 292.75
2018-06-30 $2.7M 10k 273.05
2018-03-31 $2.5M 9.3k 265.38
2017-12-31 $2.7M 10k 268.84
2017-09-30 $2.5M 9.9k 252.95
2017-06-30 $2.5M 10k 243.39
2017-03-31 $2.5M 10k 237.24
2016-12-31 $2.3M 10k 224.98
2016-09-30 $2.2M 10k 217.56
2016-06-30 $1.2M 5.8k 210.53
2016-03-31 $1.2M 5.8k 206.65
2015-12-31 $1.2M 5.8k 204.95

More positions owned by Schneider Downs Wealth Management Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Schneider Downs Wealth Management 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