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
Download as csv Download as ExcelQuarterly 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 |
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