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iShares S&P 500 Index shares owned by Court Place Advisors

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

Historical chart of Court Place 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 Court Place 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 Court Place Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 4.3k 525.73
2023-09-30 $1.5M 3.6k 429.43
2023-06-30 $338k 759 445.71
2023-03-31 $723k 1.8k 411.08
2022-12-31 $1.2M 3.2k 384.21

More positions owned by Court Place Advisors

Microsoft Corporation (MSFT)
United Rentals (URI)
Automatic Data Processing (ADP)
Berkshire Hathaway B Cl B New (BRK.B)
Jack Henry & Associates (JKHY)
Technology SPDR (XLK)
Procter & Gamble Company (PG)
S&p Global (SPGI)
Ross Stores (ROST)
Home Depot (HD)
Cisco Systems (CSCO)
Markel Corporation (MKL)
Exxon Mobil Corporation (XOM)
SPDR S&P MidCap 400 ETF (MDY)
Checkpoint Software Ord Shs (CHKP)

View all positions for Court Place Advisors

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