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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
2024-12-31 $517k 878 588.62
2024-09-30 $516k 895 576.81
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 Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Value Etf Etf (DFIV)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Apple Stock (AAPL)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)

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
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
Goldman Sachs Group
Jones Financial Companies, L.L
NISA Investment Advisors
Squarepoint Ops

View all funds holding iShares S&P 500 Index