iShares S&P 500 Value Index shares owned by Mercer Global Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mercer Global Advisors
from 13F filings
Historical chart of Mercer Global Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Mercer Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 90k | 186.82 |
| 2023-12-31 | $16M | 90k | 173.89 |
| 2023-09-30 | $14M | 90k | 153.84 |
| 2023-06-30 | $15M | 93k | 161.19 |
| 2023-03-31 | $16M | 106k | 151.76 |
| 2022-12-31 | $18M | 127k | 145.07 |
| 2022-09-30 | $22M | 170k | 128.52 |
| 2022-06-30 | $24M | 174k | 137.46 |
| 2022-03-31 | $28M | 182k | 155.72 |
| 2021-12-31 | $4.0M | 26k | 156.63 |
| 2021-09-30 | $3.7M | 26k | 145.41 |
| 2021-06-30 | $4.2M | 29k | 147.64 |
| 2021-03-31 | $3.9M | 28k | 141.23 |
| 2020-12-31 | $1.7M | 14k | 128.03 |
| 2020-09-30 | $1.6M | 14k | 112.42 |
| 2020-06-30 | $1.5M | 14k | 108.21 |
| 2020-03-31 | $1.5M | 16k | 96.24 |
| 2019-12-31 | $1.8M | 14k | 130.13 |
| 2019-09-30 | $1.6M | 13k | 119.13 |
| 2019-06-30 | $1.5M | 13k | 116.54 |
| 2019-03-31 | $1.4M | 13k | 112.70 |