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iShares S&P 500 Index shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $487k 889 547.30

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Value Etf Etf (DFIV)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Apple Stock (AAPL)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)
Innovator Us Equity Accelerated Etf Etf (XDSQ)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
FMR
LPL Financial

View all funds holding iShares S&P 500 Index