iShares S&P 500 Value Index shares owned by Alerus Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Alerus Investment Advisors
from 13F filings
Historical chart of Alerus Investment Advisors 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 Alerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Alerus Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2016-03-31 | $227k | 2.5k | 89.94 |
2015-12-31 | $223k | 2.5k | 88.35 |
2015-09-30 | $81k | 963 | 84.11 |
2015-06-30 | $205k | 2.2k | 92.34 |
2015-03-31 | $205k | 2.2k | 92.34 |
2014-12-31 | $208k | 2.2k | 93.69 |
2014-09-30 | $203k | 2.2k | 91.44 |
2014-06-30 | $850k | 9.4k | 90.28 |
2014-03-31 | $817k | 9.4k | 86.87 |
2013-12-31 | $413k | 5.1k | 80.23 |
2013-09-30 | $185k | 2.4k | 78.42 |
2013-06-30 | $1.0M | 13k | 79.65 |
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