Hibernia Wealth Partners »

iShares S&P 500 Index shares owned by Hibernia Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hibernia Wealth Partners from 13F filings

Historical chart of Hibernia Wealth Partners 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 Hibernia Wealth Partners 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 Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $504k 958 525.96
2023-09-30 $54k 126 430.80

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Spdr Ser Tr Bloomberg Emergi (EBND)

View all positions for Hibernia Wealth Partners

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