iShares S&P 500 Index shares owned by Allen Mooney & Barnes Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Allen Mooney & Barnes Investment Advisors
from 13F filings
Historical chart of Allen Mooney & Barnes Investment 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 Allen Mooney & Barnes Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Allen Mooney & Barnes Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $656k | 1.3k | 520.62 |
2023-12-31 | $544k | 1.1k | 477.58 |
2023-06-30 | $342k | 767 | 446.24 |
2023-03-31 | $315k | 765 | 411.51 |
2022-12-31 | $296k | 769 | 384.26 |
2022-09-30 | $275k | 766 | 358.66 |
2022-06-30 | $275k | 725 | 379.38 |
2022-03-31 | $2.5M | 5.5k | 453.76 |
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