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iShares S&P 500 Index shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $956k 1.6k 588.57
2024-09-30 $859k 1.5k 576.89
2024-06-30 $869k 1.6k 548.28
2024-03-31 $824k 1.6k 525.80

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

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