iShares S&P 500 Value Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29M | 155k | 186.81 |
| 2023-12-31 | $17M | 95k | 173.89 |
| 2023-09-30 | $18M | 115k | 153.84 |
| 2023-06-30 | $21M | 129k | 161.19 |
| 2023-03-31 | $15M | 102k | 151.76 |
| 2022-12-31 | $15M | 100k | 145.07 |
| 2022-09-30 | $13M | 101k | 128.52 |
| 2022-06-30 | $13M | 94k | 137.46 |
| 2022-03-31 | $13M | 80k | 155.85 |
| 2021-12-31 | $8.3M | 53k | 156.66 |
| 2021-09-30 | $7.3M | 50k | 145.49 |
| 2021-06-30 | $7.5M | 51k | 147.59 |
| 2021-03-31 | $6.4M | 46k | 141.37 |
| 2020-12-31 | $5.6M | 44k | 128.02 |
| 2020-09-30 | $12M | 110k | 112.34 |
| 2020-06-30 | $5.0M | 46k | 108.19 |
| 2020-03-31 | $3.9M | 40k | 96.31 |
| 2019-12-31 | $5.9M | 45k | 130.10 |
| 2019-09-30 | $2.3M | 20k | 119.13 |
| 2019-06-30 | $1.2M | 10k | 116.60 |
| 2019-03-31 | $1.1M | 9.7k | 112.73 |
| 2018-12-31 | $1.3M | 13k | 101.29 |
More positions owned by H D Vest Advisory Services
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