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iShares S&P 500 Value Index shares owned by Buckingham Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Buckingham Asset Management from 13F filings

Historical chart of Buckingham Asset 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 Buckingham Asset Management 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 Buckingham Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 62k 173.89
2023-09-30 $7.9M 52k 153.84
2023-06-30 $8.4M 52k 161.19
2023-03-31 $7.1M 49k 145.07
2022-12-31 $7.1M 49k 145.07
2022-09-30 $6.5M 50k 128.51
2022-06-30 $6.6M 48k 137.45
2022-03-31 $6.3M 40k 155.73
2021-12-31 $6.3M 40k 156.64
2021-09-30 $5.9M 41k 145.43
2021-06-30 $5.7M 39k 147.64
2021-03-31 $5.4M 38k 141.25
2020-12-31 $5.5M 43k 128.02
2020-09-30 $4.8M 43k 112.44
2020-06-30 $4.7M 43k 108.20
2020-03-31 $4.2M 44k 96.26
2019-12-31 $5.8M 45k 130.08
2019-09-30 $4.9M 41k 119.14
2019-06-30 $4.9M 42k 116.56
2019-03-31 $8.1M 72k 112.74
2018-12-31 $2.0M 20k 101.12
2018-09-30 $1.8M 15k 115.83
2018-06-30 $1.8M 17k 110.13
2018-03-31 $1.7M 15k 109.35
2017-12-31 $931k 8.1k 114.26
2017-09-30 $790k 7.3k 107.91
2017-06-30 $603k 5.7k 104.91
2017-03-31 $542k 5.2k 104.01
2016-12-31 $564k 5.6k 101.31
2016-09-30 $450k 4.7k 94.98
2016-06-30 $441k 4.8k 92.84
2016-03-31 $438k 4.9k 89.86
2015-12-31 $576k 6.5k 88.48
2015-09-30 $493k 5.9k 83.99
2015-06-30 $548k 5.9k 92.26
2015-03-31 $492k 5.3k 92.53
2014-12-31 $473k 5.0k 93.68
2014-09-30 $455k 5.0k 90.12
2014-06-30 $464k 5.1k 90.34
2014-03-31 $473k 5.4k 86.96
2013-12-31 $535k 6.3k 85.45
2013-09-30 $431k 5.5k 78.34
2013-06-30 $445k 5.9k 75.69
2012-09-30 $282k 4.3k 65.86
2012-06-30 $299k 4.8k 62.24
2012-03-31 $278k 4.3k 64.92
2011-12-31 $248k 4.3k 57.92

More positions owned by Buckingham Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Buckingham Asset Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index