iShares S&P 500 Value Index shares owned by Money Concepts Capital Corp
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Money Concepts Capital Corp
from 13F filings
Historical chart of Money Concepts Capital Corp investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Money Concepts Capital Corp 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 Money Concepts Capital Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 10k | 186.81 |
| 2023-12-31 | $2.3M | 14k | 173.91 |
| 2023-09-30 | $2.2M | 15k | 153.84 |
| 2023-06-30 | $2.4M | 15k | 161.20 |
| 2023-03-31 | $1.9M | 117k | 16.56 |
| 2022-12-31 | $1.0M | 7.2k | 145.08 |
| 2022-09-30 | $631k | 4.9k | 128.51 |
| 2022-06-30 | $722k | 5.2k | 139.30 |
| 2022-03-31 | $897k | 5.8k | 155.78 |
| 2021-03-31 | $31k | 218 | 142.20 |
More positions owned by Money Concepts Capital Corp
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