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
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All positions including iShares S&P 500 Index held by Barrett & Company 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 Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |