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iShares S&P 500 Index shares owned by Barnes Dennig Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Barnes Dennig Private Wealth Management from 13F filings

Historical chart of Barnes Dennig Private Wealth Management 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 Barnes Dennig Private Wealth Management 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 Barnes Dennig Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 3.8k 669.34
2025-06-30 $2.1M 3.3k 620.91
2025-03-31 $720k 1.3k 561.92