iShares S&P 500 Value Index shares owned by BTC Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BTC Capital Management
from 13F filings
Historical chart of BTC 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 BTC Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by BTC Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.9M | 19k | 153.84 |
| 2023-06-30 | $3.1M | 19k | 161.19 |
| 2023-03-31 | $2.9M | 19k | 151.76 |
| 2022-12-31 | $2.8M | 19k | 145.07 |
| 2022-09-30 | $2.4M | 19k | 128.54 |
| 2022-06-30 | $2.6M | 19k | 137.47 |
| 2022-03-31 | $3.0M | 19k | 155.70 |
| 2021-12-31 | $3.0M | 19k | 156.64 |
| 2021-09-30 | $2.8M | 19k | 145.40 |
| 2021-06-30 | $2.8M | 19k | 147.66 |
| 2021-03-31 | $2.7M | 19k | 141.25 |
| 2020-12-31 | $2.4M | 19k | 128.01 |
| 2020-09-30 | $2.1M | 19k | 112.47 |
| 2020-06-30 | $2.1M | 19k | 108.21 |
| 2020-03-31 | $1.8M | 19k | 96.23 |
| 2019-12-31 | $2.5M | 19k | 130.12 |
| 2019-09-30 | $2.3M | 19k | 119.14 |
| 2019-06-30 | $2.2M | 19k | 116.56 |
| 2019-03-31 | $2.1M | 19k | 112.73 |
| 2018-12-31 | $1.9M | 19k | 101.12 |
| 2018-09-30 | $1.6M | 14k | 115.82 |
| 2018-03-31 | $1.5M | 14k | 109.31 |
| 2017-12-31 | $1.5M | 14k | 114.27 |
| 2017-09-30 | $1.5M | 14k | 107.90 |
| 2017-06-30 | $1.4M | 14k | 104.94 |
| 2017-03-31 | $1.4M | 14k | 104.06 |
| 2016-12-31 | $1.4M | 14k | 101.39 |