iShares S&P 500 Value Index shares owned by Legacy Bridge
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge 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 Legacy Bridge 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 Legacy Bridge
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $136k | 728 | 186.81 |
2023-12-31 | $124k | 714 | 173.89 |
2023-09-30 | $108k | 701 | 153.84 |
2023-06-30 | $113k | 701 | 161.19 |
2023-03-31 | $99k | 651 | 151.76 |
2022-12-31 | $94k | 651 | 145.07 |
2022-09-30 | $84k | 651 | 129.03 |
2022-06-30 | $89k | 651 | 136.71 |
2022-03-31 | $101k | 651 | 155.15 |
2021-12-31 | $102k | 651 | 156.68 |
2021-09-30 | $95k | 651 | 145.93 |
2021-06-30 | $96k | 651 | 147.47 |
2021-03-31 | $92k | 650 | 141.54 |
2020-12-31 | $83k | 650 | 127.69 |
2020-09-30 | $73k | 650 | 112.31 |
2020-06-30 | $70k | 650 | 107.69 |
2020-03-31 | $63k | 650 | 96.92 |
2019-12-31 | $123k | 944 | 130.30 |
2019-09-30 | $112k | 944 | 118.64 |
2019-06-30 | $110k | 944 | 116.53 |
2019-03-31 | $106k | 944 | 112.29 |
2018-12-31 | $95k | 944 | 100.64 |