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iShares S&P 500 Index shares owned by Moloney Securities Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Moloney Securities Asset Management from 13F filings

Historical chart of Moloney Securities Asset Management 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 Moloney Securities Asset Management 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 Moloney Securities Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 28k 477.62
2023-09-30 $17M 41k 429.43
2023-06-30 $13M 30k 445.71
2023-03-31 $3.9M 9.6k 411.09
2022-12-31 $3.5M 9.2k 384.22
2022-09-30 $3.2M 9.0k 358.62
2022-06-30 $3.3M 8.8k 379.16
2022-03-31 $3.8M 8.3k 453.66
2021-12-31 $3.9M 8.1k 477.01
2021-09-30 $3.4M 7.9k 430.81
2021-06-30 $3.6M 8.3k 429.90
2021-03-31 $3.1M 7.8k 397.79
2020-12-31 $2.8M 7.5k 375.37
2020-09-30 $2.5M 7.4k 336.04
2020-06-30 $2.3M 7.4k 309.65
2020-03-31 $2.3M 8.8k 258.42
2019-12-31 $3.6M 11k 323.24
2019-09-30 $3.1M 11k 298.53
2019-06-30 $3.2M 11k 294.70
2019-03-31 $3.0M 11k 284.55
2018-12-31 $2.7M 11k 251.64
2018-09-30 $2.5M 8.6k 292.73
2018-06-30 $2.9M 11k 273.05
2018-03-31 $2.8M 10k 265.37
2017-12-31 $2.3M 8.7k 268.88
2017-09-30 $2.2M 8.7k 252.92
2017-06-30 $2.1M 8.6k 243.37
2017-03-31 $1.7M 7.3k 237.28
2016-12-31 $483k 2.1k 224.97