iShares S&P 500 Value Index shares owned by Global Retirement Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Global Retirement 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 Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 80k | 186.81 |
| 2023-12-31 | $12M | 69k | 172.08 |
| 2023-09-30 | $10M | 66k | 151.75 |
| 2023-06-30 | $12M | 71k | 161.19 |
| 2023-03-31 | $12M | 76k | 150.98 |
| 2022-12-31 | $2.9M | 20k | 145.07 |
| 2022-09-30 | $2.3M | 16k | 143.36 |
| 2022-06-30 | $1.9M | 14k | 137.47 |
| 2022-03-31 | $2.8M | 19k | 145.97 |
| 2021-09-30 | $1.3M | 9.1k | 145.44 |
| 2021-06-30 | $1.3M | 8.9k | 147.64 |
| 2021-03-31 | $851k | 6.0k | 141.22 |
| 2020-12-31 | $403k | 3.1k | 128.06 |
| 2020-09-30 | $208k | 1.8k | 112.68 |
| 2020-06-30 | $370k | 3.4k | 108.19 |
| 2020-03-31 | $452k | 4.7k | 96.31 |
| 2019-12-31 | $428k | 3.3k | 130.05 |
| 2019-09-30 | $421k | 3.5k | 119.23 |
| 2019-06-30 | $292k | 2.5k | 116.61 |
| 2019-03-31 | $600k | 5.3k | 112.76 |
| 2018-12-31 | $816k | 8.1k | 101.18 |
| 2018-09-30 | $2.2M | 19k | 115.82 |
| 2018-06-30 | $1.7M | 16k | 110.10 |
| 2018-03-31 | $1.6M | 15k | 109.31 |
| 2017-12-31 | $1.8M | 16k | 114.23 |
| 2017-09-30 | $1.3M | 12k | 107.92 |
| 2017-06-30 | $1.3M | 12k | 104.97 |
| 2017-03-31 | $1.1M | 10k | 104.00 |
| 2016-12-31 | $477k | 4.7k | 101.32 |
More positions owned by Global Retirement Partners
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