iShares S&P 500 Value Index shares owned by Founders Financial Securities
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Founders Financial Securities
from 13F filings
Historical chart of Founders Financial Securities 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 Founders Financial Securities 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 Founders Financial Securities
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $549k | 2.9k | 186.82 |
2023-12-31 | $412k | 2.4k | 173.92 |
2023-09-30 | $350k | 2.3k | 153.83 |
2023-06-30 | $490k | 3.0k | 161.18 |
2023-03-31 | $452k | 3.0k | 151.77 |
2022-12-31 | $428k | 2.9k | 145.09 |
2022-09-30 | $380k | 3.0k | 128.68 |
2019-12-31 | $391k | 3.0k | 130.25 |
2016-06-30 | $16M | 171k | 92.90 |
2016-03-31 | $14M | 157k | 89.93 |
2015-12-31 | $14M | 162k | 88.53 |
More positions owned by Founders Financial Securities
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