iShares S&P 500 Value Index shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Beaumont Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $334k | 2.6k | 128.66 |
| 2022-06-30 | $302k | 2.2k | 137.52 |
| 2022-03-31 | $342k | 2.2k | 155.74 |
| 2021-12-31 | $344k | 2.2k | 156.65 |
| 2021-09-30 | $338k | 2.3k | 145.63 |
| 2021-06-30 | $431k | 2.9k | 147.55 |
| 2021-03-31 | $413k | 2.9k | 141.39 |
| 2020-12-31 | $374k | 2.9k | 128.04 |
| 2020-09-30 | $328k | 2.9k | 112.37 |
| 2020-06-30 | $320k | 3.0k | 108.33 |
| 2020-03-31 | $281k | 2.9k | 96.27 |
| 2019-12-31 | $380k | 2.9k | 130.18 |
| 2019-09-30 | $319k | 2.7k | 119.12 |
| 2019-06-30 | $312k | 2.7k | 116.50 |
| 2019-03-31 | $302k | 2.7k | 112.77 |
| 2018-12-31 | $271k | 2.7k | 101.19 |
More positions owned by Beaumont Financial Partners
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