iShares S&P 500 Value Index shares owned by Briggs Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Briggs Advisory Group
from 13F filings
Historical chart of Briggs Advisory Group 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 Briggs Advisory Group 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 Briggs Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $718k | 4.7k | 153.84 |
| 2023-06-30 | $789k | 4.9k | 161.19 |
| 2023-03-31 | $742k | 4.9k | 151.76 |
| 2022-12-31 | $710k | 4.9k | 145.07 |
| 2022-09-30 | $629k | 4.9k | 128.58 |
| 2022-06-30 | $672k | 4.9k | 137.37 |
| 2022-03-31 | $762k | 4.9k | 155.76 |
| 2021-12-31 | $766k | 4.9k | 156.58 |