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
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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 |
|---|---|---|---|
| 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 |
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