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iShares S&P 500 Index shares owned by Bleakley Financial Group

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

Historical chart of Bleakley Financial 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 Bleakley Financial 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 Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 35k 525.73
2023-12-31 $17M 35k 477.63
2023-09-30 $15M 35k 429.42
2023-06-30 $16M 37k 445.71
2023-03-31 $16M 39k 411.09
2022-12-31 $16M 41k 384.21

More positions owned by Bleakley Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bleakley Financial Group

Top funds holding iShares S&P 500 Index

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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