iShares S&P 500 Index shares owned by Barrett & Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company 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 Barrett & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 12k | 669.29 |
| 2025-06-30 | $7.7M | 13k | 620.90 |
| 2025-03-31 | $6.9M | 12k | 561.90 |
| 2024-12-31 | $7.1M | 12k | 588.68 |
| 2024-09-30 | $6.6M | 11k | 576.79 |
| 2024-06-30 | $6.2M | 11k | 547.21 |
| 2024-03-31 | $6.2M | 12k | 525.73 |
| 2023-12-31 | $5.5M | 12k | 477.61 |
| 2023-09-30 | $5.0M | 12k | 429.42 |
| 2023-06-30 | $5.2M | 12k | 445.70 |
| 2023-03-31 | $4.8M | 12k | 411.06 |
| 2022-12-31 | $4.6M | 12k | 384.22 |
| 2022-09-30 | $4.6M | 12k | 384.22 |