iShares S&P 500 Value Index shares owned by Colony Family Offices
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Colony Family Offices
from 13F filings
Historical chart of Colony Family Offices 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 Colony Family Offices 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 Colony Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29k | 154 | 186.81 |
| 2023-12-31 | $27k | 154 | 173.89 |
| 2023-09-30 | $27k | 175 | 154.68 |
| 2023-06-30 | $28k | 175 | 161.19 |
| 2023-03-31 | $30k | 198 | 151.76 |
| 2022-12-31 | $31k | 215 | 145.07 |
| 2022-09-30 | $32k | 247 | 129.55 |