iShares S&P 500 Value Index shares owned by Kovack Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kovack Advisors
from 13F filings
Historical chart of Kovack Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Kovack Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $312k | 1.7k | 186.81 |
| 2023-12-31 | $201k | 1.2k | 173.89 |
| 2023-06-30 | $207k | 1.3k | 161.21 |
| 2023-03-31 | $668k | 4.4k | 151.77 |
| 2022-12-31 | $644k | 4.4k | 145.07 |
| 2022-09-30 | $618k | 4.8k | 128.51 |
| 2022-06-30 | $680k | 4.9k | 137.46 |
| 2022-03-31 | $814k | 5.2k | 155.52 |
| 2021-12-31 | $824k | 5.3k | 156.68 |
| 2021-09-30 | $758k | 5.2k | 145.41 |
| 2021-06-30 | $934k | 6.3k | 147.64 |
| 2021-03-31 | $840k | 5.9k | 141.20 |
| 2020-12-31 | $605k | 4.7k | 128.02 |
| 2020-09-30 | $699k | 6.2k | 112.51 |
| 2020-06-30 | $676k | 6.2k | 108.25 |
| 2020-03-31 | $912k | 9.5k | 96.24 |
| 2019-12-31 | $1.3M | 9.7k | 130.13 |
| 2019-09-30 | $1.2M | 10k | 119.10 |
| 2019-06-30 | $1.2M | 10k | 116.56 |
| 2019-03-31 | $1.0M | 9.1k | 112.79 |
| 2018-12-31 | $850k | 8.4k | 101.08 |
| 2018-09-30 | $711k | 6.1k | 115.80 |
| 2018-06-30 | $684k | 6.2k | 110.16 |
| 2018-03-31 | $766k | 7.0k | 109.30 |
| 2017-12-31 | $1.0M | 9.0k | 114.21 |
| 2017-09-30 | $780k | 7.2k | 107.84 |
| 2017-06-30 | $814k | 7.8k | 104.96 |
| 2017-03-31 | $783k | 7.5k | 104.08 |
| 2016-12-31 | $204k | 2.0k | 101.29 |
| 2014-12-31 | $292k | 3.1k | 93.80 |
| 2014-06-30 | $225k | 2.5k | 90.29 |
| 2013-06-30 | $264k | 3.5k | 75.75 |
| 2012-12-31 | $202k | 3.0k | 66.45 |