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iShares S&P 500 Value Index shares owned by Buckingham Strategic Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Buckingham Strategic Partners from 13F filings

Historical chart of Buckingham Strategic Partners 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 Buckingham Strategic Partners 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 Buckingham Strategic Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 14k 186.82
2023-12-31 $798k 4.6k 173.92
2023-09-30 $848k 5.5k 153.86
2023-06-30 $961k 6.0k 161.20
2023-03-31 $812k 5.3k 151.80
2022-12-31 $6.3M 43k 145.07
2022-09-30 $5.3M 41k 128.52
2022-06-30 $5.6M 40k 137.49
2022-03-31 $5.7M 36k 155.74