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iShares S&P 500 Index shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private Wealth Group 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 Syntegra Private Wealth Group 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 Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $363k 759 477.77
2023-09-30 $326k 759 429.56
2023-06-30 $309k 692 445.86
2023-03-31 $560k 1.4k 411.15
2022-12-31 $258k 670 384.34

More positions owned by Syntegra Private Wealth Group

Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Pacer Fds Tr Pacer Us Small (CALF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Pacer Fds Tr Developed Mrkt (ICOW)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for Syntegra Private Wealth Group

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index