iShares S&P 500 Value Index shares owned by Cambridge Trust Company
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cambridge Trust Company
from 13F filings
Historical chart of Cambridge Trust Company investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Cambridge Trust Company 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 Cambridge Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $460k | 2.6k | 173.89 |
| 2023-09-30 | $377k | 2.4k | 153.84 |
| 2023-06-30 | $462k | 2.9k | 161.19 |
| 2023-03-31 | $623k | 4.1k | 151.76 |
| 2022-12-31 | $630k | 4.3k | 145.16 |
| 2022-09-30 | $637k | 5.0k | 128.56 |
| 2022-06-30 | $1.5M | 11k | 137.49 |
| 2022-03-31 | $469k | 3.0k | 155.56 |
| 2021-12-31 | $47k | 300 | 156.67 |