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iShares S&P 500 Index shares owned by Barnes Pettey Financial Advisors

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

Historical chart of Barnes Pettey Financial 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 Barnes Pettey Financial 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 Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 4.2k 576.82
2024-06-30 $2.2M 4.0k 547.23
2024-03-31 $2.1M 4.0k 525.73
2023-12-31 $1.9M 4.0k 477.63
2023-09-30 $1.7M 3.9k 429.43
2023-06-30 $1.7M 3.8k 445.71
2023-03-31 $371k 903 411.08
2022-12-31 $378k 984 384.21
2022-09-30 $340k 947 359.03
2022-06-30 $331k 872 379.59
2022-03-31 $396k 872 454.13
2021-12-31 $404k 848 476.42