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iShares S&P 500 Index shares owned by Sendero Wealth Management

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

Historical chart of Sendero Wealth Management 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 Sendero Wealth Management 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 Sendero Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $337k 572 588.68
2024-09-30 $210k 364 576.82
2022-06-30 $256k 675 379.26

More positions owned by Sendero Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Arista Networks Com Shs
Meta Platforms Cl A (META)
First Ctzns Bancshares Inc N Cl A (FCNCA)
Paycom Software (PAYC)
Iqvia Holdings (IQV)

View all positions for Sendero Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index