iShares S&P 500 Value Index shares owned by Element Pointe Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Element Pointe Advisors
from 13F filings
Historical chart of Element Pointe 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 Element Pointe Advisors 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 Element Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $375k | 2.4k | 153.84 |
| 2023-06-30 | $393k | 2.4k | 161.19 |
| 2023-03-31 | $370k | 2.4k | 151.76 |
| 2022-12-31 | $354k | 2.4k | 145.07 |
| 2022-06-30 | $335k | 2.4k | 137.30 |
| 2020-12-31 | $2.5M | 20k | 128.02 |
| 2020-09-30 | $2.2M | 20k | 112.41 |
| 2020-06-30 | $2.1M | 20k | 108.20 |
| 2020-03-31 | $1.9M | 20k | 96.22 |
| 2019-12-31 | $2.6M | 20k | 130.07 |
| 2019-09-30 | $2.3M | 20k | 119.16 |
| 2019-06-30 | $2.3M | 20k | 116.57 |
| 2019-03-31 | $2.2M | 20k | 112.76 |
| 2018-12-31 | $2.0M | 20k | 101.14 |