iShares S&P 500 Value Index shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.7M | 30k | 186.81 |
2023-12-31 | $6.1M | 35k | 174.21 |
2023-09-30 | $8.0M | 52k | 154.68 |
More positions owned by Bartlett & Co. Wealth Management
View all positions for Bartlett & Co. Wealth Management