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iShares S&P 500 Index shares owned by Barry Investment Advisors

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

Historical chart of Barry 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 Barry Investment 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 Barry Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $406k 773 525.77
2023-12-31 $368k 770 478.00
2023-09-30 $330k 763 431.96
2023-06-30 $450k 1.0k 445.70
2023-03-31 $460k 1.1k 411.39

More positions owned by Barry Investment Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
First Tr Exchange-traded No Amer Energy (EMLP)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Dow (DOW)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Cisco Systems (CSCO)
Global X Fds Glbl X Mlp Etf (MLPA)
Johnson & Johnson (JNJ)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)

View all positions for Barry Investment Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index