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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

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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
2024-03-31 $656k 1.3k 520.62
2023-12-31 $544k 1.1k 477.58

More positions owned by Allen Mooney & Barnes Investment Advisors

Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Exxon Mobil Corp Stock (XOM)
Jpmorgan Chase & Co Stock (JPM)
American Express Stock (AXP)
Lowes Cos Stock (LOW)
Abbvie Stock (ABBV)
Lyondellbasell Industries N V Shs - A - Stock (LYB)
Aflac Stock (AFL)
Schwab Charles Corp Stock (SCHW)
American Elec Pwr Stock (AEP)
Cummins Stock (CMI)
Blackrock Stock (BLK)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Allen Mooney & Barnes Investment Advisors

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index