iShares S&P 500 Value Index shares owned by Advisor
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Advisor
from 13F filings
Historical chart of Advisor investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Advisor 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 Value Index by Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $135M | 1.0M | 130.22 |
| 2019-09-30 | $124M | 1.0M | 119.25 |
| 2019-06-30 | $108M | 927k | 116.69 |
| 2019-03-31 | $103M | 909k | 112.87 |
| 2018-12-31 | $105M | 1.0M | 101.26 |
| 2018-09-30 | $75M | 649k | 115.84 |
| 2018-06-30 | $28M | 255k | 110.14 |
| 2018-03-31 | $30M | 276k | 109.36 |
| 2017-12-31 | $34M | 295k | 114.25 |
| 2017-09-30 | $25M | 227k | 107.90 |
| 2017-06-30 | $24M | 237k | 102.11 |
| 2017-03-31 | $19M | 186k | 101.59 |
| 2016-12-31 | $18M | 177k | 99.68 |
| 2016-09-30 | $9.4M | 101k | 93.05 |
| 2016-06-30 | $11M | 117k | 92.88 |