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
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Quarterly reported holdings in iShares S&P 500 Index by Allen Mooney & Barnes Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 908 | 669.57 |
| 2025-06-30 | $588k | 947 | 621.23 |
| 2025-03-31 | $537k | 956 | 562.17 |
| 2024-12-31 | $479k | 814 | 588.99 |
| 2024-09-30 | $470k | 814 | 577.10 |
| 2024-06-30 | $822k | 1.5k | 547.28 |
| 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 |
More positions owned by Allen Mooney & Barnes Investment Advisors
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