iShares S&P 500 Value Index shares owned by Integrys Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Integrys Wealth Advisors
from 13F filings
Historical chart of Integrys Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Integrys Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $874k | 4.7k | 186.81 |
| 2023-12-31 | $816k | 4.7k | 174.90 |
| 2023-09-30 | $717k | 4.7k | 153.84 |
| 2023-06-30 | $751k | 4.7k | 161.19 |
| 2023-03-31 | $723k | 4.8k | 151.76 |
| 2022-12-31 | $723k | 5.0k | 145.07 |
| 2022-09-30 | $691k | 5.4k | 128.44 |
| 2022-06-30 | $793k | 5.8k | 137.48 |
| 2022-03-31 | $933k | 6.0k | 155.76 |
| 2021-12-31 | $951k | 6.1k | 156.67 |
| 2021-09-30 | $907k | 6.2k | 145.35 |
| 2021-06-30 | $951k | 6.4k | 147.65 |
| 2021-03-31 | $912k | 6.5k | 141.24 |
| 2020-12-31 | $830k | 6.5k | 128.09 |
| 2020-09-30 | $729k | 6.5k | 112.50 |