Palladium Partners,LLC dba Palladium Registered Investment Advisors »

iShares S&P 500 Value Index shares owned by Palladium Partners,LLC dba Palladium Registered Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Palladium Partners,LLC dba Palladium Registered Investment Advisors from 13F filings

Historical chart of Palladium Partners,LLC dba Palladium Registered Investment Advisors 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 Palladium Partners,LLC dba Palladium Registered Investment Advisors 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 Palladium Partners,LLC dba Palladium Registered Investment Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $3.5M 23k 155.71
2021-12-31 $3.6M 23k 156.63
2021-09-30 $3.3M 23k 145.41
2021-06-30 $3.4M 23k 147.63
2021-03-31 $3.3M 23k 141.24
2020-12-31 $3.0M 24k 128.03
2020-09-30 $2.7M 24k 112.46
2020-06-30 $2.6M 24k 108.22
2020-03-31 $2.3M 24k 96.26
2019-12-31 $3.6M 28k 130.09
2019-09-30 $2.2M 19k 115.83
2019-06-30 $2.0M 18k 116.58
2019-03-31 $2.1M 18k 112.76
2018-12-31 $1.9M 19k 101.12
2018-09-30 $2.2M 19k 115.83
2018-06-30 $2.1M 19k 110.11
2018-03-31 $2.2M 20k 109.36
2017-12-31 $2.5M 22k 114.23
2017-09-30 $2.5M 23k 107.91
2017-06-30 $10M 96k 104.96
2017-03-31 $9.6M 92k 104.03
2016-12-31 $8.8M 87k 101.38
2016-09-30 $7.8M 83k 94.96
2016-06-30 $7.7M 83k 92.89
2016-03-31 $7.8M 87k 89.92
2015-12-31 $7.5M 85k 88.53
2015-09-30 $7.3M 87k 84.03
2015-06-30 $7.6M 83k 92.21
2015-03-31 $7.8M 84k 92.56
2014-12-31 $8.1M 87k 93.77
2014-09-30 $7.2M 80k 90.07
2014-06-30 $6.9M 77k 90.28
2014-03-31 $6.4M 74k 86.90
2013-12-31 $5.9M 70k 85.46
2013-09-30 $5.2M 67k 78.32
2013-06-30 $2.0M 26k 75.76
2013-03-31 $1.8M 24k 73.80
2012-12-31 $1.4M 21k 66.39
2012-09-30 $1.3M 20k 65.79
2012-06-30 $843k 14k 62.24
2012-03-31 $518k 8.0k 64.98
2011-12-31 $211k 3.7k 57.81
2011-09-30 $191k 3.7k 51.62
2011-06-30 $197k 3.2k 62.05
2011-03-31 $220k 3.5k 63.31

More positions owned by Palladium Partners,LLC dba Palladium Registered Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard FTSE Developed Markets ETF Ex Trd Eq Fd (VEA)
Alphabet Inc Class A cs (GOOGL)
iShares Core S&P 500 ETF Ex Trd Eq Fd (IVV)
iShares S&P Mid Cap 400 Value ETF Ex Trd Eq Fd (IJJ)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Chevron Corporation (CVX)
Wsdmtree Emrg MKTS Smallcap DVD ETF Ex Trd Eq Fd (DGS)
Johnson & Johnson (JNJ)
SPDR S&P 600 Small Cap Value ETF Ex Trd Eq Fd (SLYV)
MasterCard Incorporated (MA)
Adobe Systems Incorporated (ADBE)

View all positions for Palladium Partners,LLC dba Palladium Registered Investment Advisors

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