iShares S&P 500 Value Index shares owned by Monroe Bank & Trust
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Monroe Bank & Trust
from 13F filings
Historical chart of Monroe Bank & Trust 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 Monroe Bank & Trust 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 Monroe Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-06-30 | $11M | 90k | 116.57 |
| 2019-03-31 | $11M | 100k | 112.74 |
| 2018-12-31 | $9.4M | 93k | 101.14 |
| 2018-09-30 | $11M | 95k | 115.83 |
| 2018-06-30 | $10M | 94k | 110.14 |
| 2018-03-31 | $10M | 91k | 109.34 |
| 2017-12-31 | $8.5M | 84k | 101.46 |
| 2017-09-30 | $8.7M | 86k | 101.37 |
| 2017-06-30 | $9.3M | 89k | 104.96 |
| 2017-03-31 | $9.2M | 88k | 104.04 |
| 2016-12-31 | $8.7M | 86k | 101.37 |
| 2016-09-30 | $8.1M | 87k | 93.64 |
| 2016-06-30 | $7.1M | 77k | 92.90 |
| 2016-03-31 | $5.7M | 64k | 89.94 |
| 2015-12-31 | $5.7M | 64k | 88.54 |
| 2015-09-30 | $5.6M | 67k | 84.03 |
| 2015-06-30 | $6.6M | 71k | 92.25 |
| 2015-03-31 | $6.2M | 68k | 92.49 |
| 2014-12-31 | $6.4M | 68k | 93.78 |
| 2014-09-30 | $6.2M | 69k | 90.07 |
| 2014-06-30 | $6.9M | 77k | 90.27 |
| 2014-03-31 | $6.3M | 73k | 86.91 |
| 2013-12-31 | $5.3M | 62k | 85.56 |
| 2013-09-30 | $4.7M | 60k | 78.40 |
| 2013-06-30 | $3.5M | 47k | 75.77 |
| 2013-03-31 | $2.8M | 37k | 74.07 |
| 2012-12-31 | $1.1M | 16k | 66.35 |