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iShares S&P 500 Value Index shares owned by Okabena Investment Services

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Okabena Investment Services from 13F filings

Historical chart of Okabena Investment Services 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 Okabena Investment Services 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 Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $448k 2.4k 186.81
2023-12-31 $417k 2.4k 173.89
2022-09-30 $308k 2.4k 128.33
2022-06-30 $330k 2.4k 137.50
2022-03-31 $374k 2.4k 155.83
2021-12-31 $376k 2.4k 156.67