Walter & Keenan Financial Consulting »

iShares S&P 500 Index shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $836k 1.6k 525.87
2023-12-31 $661k 1.4k 477.70
2023-09-30 $594k 1.4k 429.43
2023-06-30 $616k 1.4k 445.71
2023-03-31 $569k 1.4k 411.08
2022-12-31 $531k 1.4k 384.21
2020-03-31 $427k 1.7k 247.11

More positions owned by Walter & Keenan Financial Consulting

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index Tt Wrld St Etf (VT)
Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Walter & Keenan Financial Consulting

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