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iShares S&P 500 Value Index shares owned by LaSalle St. Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LaSalle St. Investment Advisors from 13F filings

Historical chart of LaSalle St. 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 LaSalle St. Investment Advisors 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 LaSalle St. Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $273k 1.5k 176.24
2023-09-30 $253k 1.6k 153.80
2023-06-30 $1.1M 6.9k 161.07
2023-03-31 $476k 3.1k 151.64
2022-12-31 $1.1M 7.4k 145.03

More positions owned by LaSalle St. Investment Advisors

Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Merck & Co (MRK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for LaSalle St. Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index