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iShares S&P 500 Index shares owned by United Advisor Group

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

Historical chart of United Advisor 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 United Advisor 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $245k 508 481.31

More positions owned by United Advisor Group

United Parcel Service (UPS)
Schwab Strategic Tr us lrg cap etf (SCHX)
Microsoft Corporation (MSFT)
Vanguard Europe Pacific ETF (VEA)
Commerce Bancshares (CBSH)
Procter & Gamble Company (PG)
Amazon (AMZN)
Fs Kkr Capital Corp (FSK)
Schwab U S Small Cap ETF (SCHA)
Wal-Mart Stores (WMT)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Etf Ser Solutions (JUCY)
Home Depot (HD)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)

View all positions for United Advisor 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