iShares S&P 500 Value Index shares owned by HighTower Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by HighTower Advisors
from 13F filings
Historical chart of HighTower Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $96M | 515k | 186.76 |
| 2023-12-31 | $99M | 567k | 173.89 |
| 2023-09-30 | $85M | 552k | 153.82 |
| 2023-06-30 | $82M | 511k | 161.18 |
| 2023-03-31 | $79M | 518k | 151.73 |
| 2022-12-31 | $72M | 496k | 145.10 |
| 2022-09-30 | $62M | 481k | 128.51 |
| 2022-06-30 | $67M | 489k | 137.47 |
| 2022-03-31 | $75M | 482k | 155.68 |
| 2021-12-31 | $72M | 459k | 156.67 |
| 2021-09-30 | $44M | 304k | 145.44 |
| 2021-06-30 | $47M | 316k | 147.58 |
| 2021-03-31 | $49M | 350k | 141.26 |
| 2020-12-31 | $43M | 336k | 128.04 |
| 2020-09-30 | $31M | 277k | 112.38 |
| 2020-06-30 | $30M | 276k | 108.20 |
| 2020-03-31 | $28M | 292k | 96.26 |
| 2019-12-31 | $30M | 229k | 130.13 |
| 2019-09-30 | $28M | 236k | 119.05 |
| 2019-06-30 | $28M | 243k | 116.56 |
| 2019-03-31 | $15M | 129k | 112.63 |
| 2018-12-31 | $18M | 179k | 101.09 |
| 2018-09-30 | $15M | 130k | 115.80 |
| 2018-06-30 | $10M | 92k | 110.29 |
| 2018-03-31 | $11M | 98k | 109.16 |
| 2017-12-31 | $11M | 99k | 114.13 |
| 2017-09-30 | $12M | 111k | 108.04 |
| 2017-06-30 | $13M | 122k | 104.93 |
| 2017-03-31 | $11M | 108k | 103.89 |
| 2016-12-31 | $11M | 106k | 101.38 |
| 2016-09-30 | $12M | 128k | 94.94 |
| 2016-06-30 | $3.3M | 35k | 93.19 |
| 2016-03-31 | $2.6M | 29k | 89.97 |
| 2015-12-31 | $3.5M | 40k | 88.62 |
| 2015-09-30 | $2.6M | 31k | 84.12 |
| 2015-06-30 | $2.7M | 29k | 92.20 |
| 2015-03-31 | $2.4M | 26k | 92.55 |
| 2014-12-31 | $4.0M | 43k | 93.76 |
| 2014-09-30 | $1.6M | 18k | 90.09 |
| 2014-06-30 | $1.6M | 18k | 90.27 |
| 2014-03-31 | $1.2M | 14k | 86.93 |
| 2013-12-31 | $1.6M | 19k | 85.49 |
| 2013-09-30 | $804k | 10k | 78.30 |
| 2013-06-30 | $954k | 13k | 75.74 |
| 2012-03-31 | $98k | 1.5k | 64.86 |