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iShares S&P 500 Index shares owned by Traveka Wealth

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

Historical chart of Traveka Wealth 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 Traveka Wealth 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 Traveka Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 2.8k 588.68
2024-09-30 $1.8M 3.1k 576.89
2024-06-30 $2.7M 5.0k 547.28
2024-03-31 $2.5M 4.7k 525.73
2023-12-31 $1.8M 3.8k 477.67

More positions owned by Traveka Wealth

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Hdg Msci Eafe (HEFA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Traveka Wealth

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index