iShares S&P 500 Value Index shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $467k | 2.5k | 186.81 |
| 2023-12-31 | $435k | 2.5k | 173.89 |
| 2023-09-30 | $385k | 2.5k | 153.84 |
| 2023-06-30 | $403k | 2.5k | 161.19 |
| 2023-03-31 | $379k | 2.5k | 151.76 |
| 2022-12-31 | $363k | 2.5k | 145.07 |
| 2022-09-30 | $257k | 2.0k | 128.50 |
| 2022-06-30 | $206k | 1.5k | 137.33 |
| 2022-03-31 | $125k | 800 | 156.25 |
| 2021-12-31 | $125k | 800 | 156.25 |
More positions owned by High Net Worth Advisory Group
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