iShares S&P 500 Value Index shares owned by Colton Groome Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Colton Groome Financial Advisors
from 13F filings
Historical chart of Colton Groome Financial Advisors 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 Colton Groome Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Colton Groome Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $544k | 2.9k | 186.81 |
2023-12-31 | $567k | 3.3k | 173.89 |
2023-09-30 | $504k | 3.3k | 153.84 |
2023-06-30 | $528k | 3.3k | 161.19 |
2023-03-31 | $508k | 3.3k | 151.76 |
2022-12-31 | $488k | 3.4k | 145.07 |
2022-09-30 | $605k | 4.7k | 128.56 |
2022-06-30 | $652k | 4.7k | 137.55 |
2022-03-31 | $770k | 4.9k | 155.65 |
2021-12-31 | $825k | 5.3k | 156.70 |
2021-09-30 | $769k | 5.3k | 145.40 |
2021-06-30 | $781k | 5.3k | 147.67 |
2021-03-31 | $790k | 5.6k | 141.32 |
2020-12-31 | $812k | 6.3k | 128.02 |
2020-09-30 | $1.1M | 10k | 112.46 |
2020-06-30 | $1.4M | 13k | 108.24 |
2020-03-31 | $1.2M | 13k | 96.24 |
2019-12-31 | $1.7M | 13k | 130.13 |
2019-09-30 | $1.8M | 14k | 125.60 |
2019-06-30 | $1.7M | 14k | 116.56 |
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