iShares S&P 500 Value Index shares owned by AdvisorNet Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by AdvisorNet Financial
from 13F filings
Historical chart of AdvisorNet Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by AdvisorNet Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by AdvisorNet Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 30k | 186.81 |
| 2023-12-31 | $3.8M | 22k | 173.89 |
| 2023-09-30 | $5.8M | 38k | 153.84 |
| 2023-06-30 | $7.4M | 46k | 161.19 |
| 2023-03-31 | $7.0M | 46k | 151.76 |
| 2022-12-31 | $6.6M | 46k | 145.07 |
| 2022-09-30 | $5.7M | 44k | 128.51 |
| 2022-06-30 | $6.0M | 44k | 137.46 |
| 2022-03-31 | $6.8M | 44k | 155.72 |
| 2021-12-31 | $6.3M | 40k | 156.62 |
| 2021-09-30 | $5.4M | 37k | 145.43 |
| 2021-06-30 | $5.4M | 36k | 147.64 |
| 2021-03-31 | $5.0M | 36k | 141.24 |
| 2020-12-31 | $4.6M | 36k | 128.01 |
| 2020-09-30 | $5.2M | 46k | 112.44 |
| 2020-06-30 | $4.9M | 45k | 108.20 |
| 2020-03-31 | $5.4M | 56k | 96.25 |
| 2019-12-31 | $6.6M | 51k | 130.08 |
| 2019-09-30 | $5.6M | 47k | 119.15 |
| 2019-06-30 | $4.8M | 41k | 116.56 |
| 2019-03-31 | $3.6M | 32k | 112.75 |
| 2018-12-31 | $2.4M | 24k | 101.14 |
| 2018-09-30 | $1.8M | 16k | 115.82 |
| 2018-06-30 | $47k | 427 | 110.07 |
| 2018-03-31 | $41k | 373 | 109.92 |
| 2017-12-31 | $97k | 851 | 113.98 |