iShares S&P 500 Value Index shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $628k | 3.4k | 186.80 |
2023-12-31 | $582k | 3.3k | 173.87 |
2023-09-30 | $513k | 3.3k | 153.82 |
2023-06-30 | $534k | 3.3k | 161.18 |
2023-03-31 | $501k | 3.3k | 151.78 |
2022-12-31 | $469k | 3.2k | 145.07 |
2022-09-30 | $413k | 3.2k | 128.46 |
2022-06-30 | $439k | 3.2k | 137.53 |
2022-03-31 | $495k | 3.2k | 155.71 |
2021-12-31 | $496k | 3.2k | 156.71 |
2021-09-30 | $458k | 3.1k | 145.44 |
2021-06-30 | $462k | 3.1k | 147.56 |
2021-03-31 | $441k | 3.1k | 141.35 |
2020-12-31 | $397k | 3.1k | 127.86 |
2020-09-30 | $347k | 3.1k | 112.44 |
2020-06-30 | $331k | 3.1k | 108.06 |
2020-03-31 | $293k | 3.0k | 96.19 |
2019-12-31 | $393k | 3.0k | 130.13 |
2019-09-30 | $358k | 3.0k | 119.21 |
2019-06-30 | $348k | 3.0k | 116.58 |
2019-03-31 | $335k | 3.0k | 112.87 |
2018-12-31 | $299k | 3.0k | 101.32 |
2018-09-30 | $337k | 2.9k | 115.69 |
2018-06-30 | $319k | 2.9k | 110.23 |
2018-03-31 | $316k | 2.9k | 109.19 |
2017-12-31 | $329k | 2.9k | 114.36 |
2017-09-30 | $307k | 2.8k | 107.95 |
2017-06-30 | $297k | 2.8k | 105.02 |
2017-03-31 | $293k | 2.8k | 104.16 |
2016-12-31 | $285k | 2.8k | 101.32 |
2016-09-30 | $264k | 2.8k | 95.00 |
2016-06-30 | $258k | 2.8k | 92.84 |
2016-03-31 | $247k | 2.7k | 89.95 |
2015-12-31 | $242k | 2.7k | 88.71 |
More positions owned by Jackson, Grant Investment Advisers
View all positions for Jackson, Grant Investment Advisers