iShares S&P 500 Index shares owned by Brooks, Moore & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brooks, Moore & Associates
from 13F filings
Historical chart of Brooks, Moore & Associates investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Brooks, Moore & Associates 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 Brooks, Moore & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $896k | 1.9k | 477.63 |
| 2023-09-30 | $998k | 2.3k | 429.25 |
| 2023-06-30 | $1.2M | 2.6k | 445.71 |
| 2023-03-31 | $1.1M | 2.6k | 411.05 |
| 2022-12-31 | $586k | 1.5k | 384.26 |
| 2022-09-30 | $547k | 1.5k | 358.69 |
| 2022-06-30 | $578k | 1.5k | 379.02 |
| 2022-03-31 | $692k | 1.5k | 453.77 |
| 2021-12-31 | $727k | 1.5k | 476.72 |
| 2021-09-30 | $657k | 1.5k | 430.82 |
| 2021-06-30 | $656k | 1.5k | 430.16 |
| 2021-03-31 | $622k | 1.6k | 397.70 |
| 2020-12-31 | $775k | 2.1k | 375.48 |
| 2020-09-30 | $694k | 2.1k | 336.24 |
| 2020-06-30 | $724k | 2.3k | 309.53 |
| 2020-03-31 | $604k | 2.3k | 258.23 |
| 2019-12-31 | $768k | 2.4k | 323.37 |
| 2019-09-30 | $560k | 1.9k | 298.67 |
| 2019-06-30 | $553k | 1.9k | 294.93 |
| 2019-03-31 | $534k | 1.9k | 284.80 |
| 2018-12-31 | $459k | 1.8k | 251.51 |
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