iShares S&P 500 Value Index shares owned by Lgl Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lgl Partners
from 13F filings
Historical chart of Lgl Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Lgl Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Lgl Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 1.8k | 186.88 |
| 2023-12-31 | $315k | 1.8k | 173.92 |
| 2023-09-30 | $276k | 1.8k | 153.87 |
| 2023-06-30 | $289k | 1.8k | 161.22 |
| 2023-03-31 | $271k | 1.8k | 151.76 |
| 2022-12-31 | $258k | 1.8k | 145.04 |
| 2022-09-30 | $227k | 1.8k | 128.39 |
| 2022-06-30 | $241k | 1.8k | 137.24 |
| 2022-03-31 | $272k | 1.7k | 155.52 |
| 2021-12-31 | $273k | 1.7k | 156.81 |
| 2021-09-30 | $252k | 1.7k | 145.50 |
| 2021-06-30 | $254k | 1.7k | 147.50 |
| 2021-03-31 | $242k | 1.7k | 141.03 |
| 2020-12-31 | $219k | 1.7k | 128.22 |
| 2019-12-31 | $216k | 1.7k | 130.04 |