Bedel Financial Consulting »

iShares S&P 500 Index shares owned by Bedel Financial Consulting

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

Historical chart of Bedel 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 Bedel 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 Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.3M 10k 429.41

More positions owned by Bedel Financial Consulting

Eli Lilly & Co. (LLY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Grwth Etf (EFG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Global X Fds Rate Preferred (PFFV)
JPMorgan Chase & Co. (JPM)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Bedel Financial Consulting

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index