iShares S&P 500 Value Index shares owned by Beacon Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital 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 Beacon Capital 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 Beacon Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $124k | 661 | 186.81 |
2023-12-31 | $12k | 80 | 153.84 |
2023-09-30 | $19k | 115 | 161.19 |
2023-06-30 | $19k | 115 | 161.19 |
2023-03-31 | $23k | 148 | 151.76 |
2022-12-31 | $22k | 148 | 145.08 |
2022-09-30 | $17k | 120 | 137.50 |
2022-06-30 | $19k | 123 | 150.00 |
2022-03-31 | $19k | 123 | 150.00 |