iShares S&P 500 Value Index shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis 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 Soltis Investment Advisors 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 Soltis Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $7.2M | 39k | 186.81 |
2023-12-31 | $6.1M | 35k | 173.89 |
2023-09-30 | $5.3M | 34k | 153.84 |
2023-06-30 | $5.6M | 35k | 161.19 |
2023-03-31 | $5.3M | 35k | 151.76 |
2022-12-31 | $5.4M | 37k | 145.07 |
2022-09-30 | $4.2M | 33k | 128.52 |
2022-06-30 | $4.6M | 34k | 137.45 |
2022-03-31 | $6.3M | 40k | 155.72 |
2021-12-31 | $6.0M | 39k | 156.64 |
2021-09-30 | $5.5M | 38k | 145.42 |
2021-06-30 | $5.6M | 38k | 147.64 |
2021-03-31 | $3.4M | 24k | 141.25 |
2020-12-31 | $935k | 7.3k | 127.98 |
2020-09-30 | $742k | 6.6k | 112.46 |
2020-06-30 | $602k | 5.6k | 108.25 |
2020-03-31 | $326k | 3.4k | 96.19 |
2019-12-31 | $282k | 2.2k | 129.95 |
More positions owned by Soltis Investment Advisors
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