iShares S&P 500 Value Index shares owned by Pathway Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pathway Financial Advisors
from 13F filings
Historical chart of Pathway Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Pathway Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 30k | 186.81 |
| 2023-12-31 | $5.1M | 29k | 173.89 |
| 2023-09-30 | $4.5M | 29k | 153.84 |
| 2023-06-30 | $4.8M | 30k | 161.19 |
| 2023-03-31 | $4.5M | 30k | 151.76 |
| 2022-12-31 | $4.4M | 30k | 145.07 |
| 2022-09-30 | $4.3M | 33k | 128.52 |
| 2022-06-30 | $4.6M | 33k | 137.47 |
| 2022-03-31 | $5.2M | 33k | 155.71 |
| 2021-12-31 | $5.2M | 34k | 154.04 |
| 2021-03-31 | $5.0M | 34k | 148.28 |
| 2020-12-31 | $4.5M | 34k | 133.40 |
| 2020-09-30 | $3.8M | 34k | 112.56 |
| 2020-06-30 | $3.6M | 34k | 108.21 |
| 2020-03-31 | $3.2M | 34k | 92.74 |
| 2019-12-31 | $4.9M | 37k | 131.24 |
| 2019-09-30 | $4.7M | 37k | 125.93 |
| 2019-06-30 | $4.4M | 38k | 116.57 |
| 2019-03-31 | $4.2M | 37k | 112.73 |
| 2018-12-31 | $3.4M | 34k | 101.15 |
| 2018-09-30 | $3.5M | 34k | 103.82 |
| 2018-06-30 | $3.4M | 31k | 110.12 |
| 2018-03-31 | $3.4M | 31k | 109.35 |
| 2017-12-31 | $3.6M | 31k | 114.24 |
More positions owned by Pathway Financial Advisors
View all positions for Pathway Financial Advisors