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iShares S&P 500 Value Index shares owned by Prime Capital Investment Advisors

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

Historical chart of Prime Capital 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 Prime Capital 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 20k 173.89
2023-09-30 $785k 5.1k 153.84
2023-06-30 $791k 4.9k 161.19
2023-03-31 $729k 4.8k 151.76
2022-12-31 $705k 4.9k 145.07
2022-09-30 $288k 2.2k 128.46
2022-06-30 $269k 2.0k 137.24
2020-06-30 $14k 131 106.87
2020-03-31 $13k 131 99.24
2019-12-31 $17k 131 129.77
2019-09-30 $16k 131 122.14
2019-06-30 $32k 271 118.08
2019-03-31 $15k 131 114.50