iShares S&P 500 Value Index shares owned by Pittenger & Anderson
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pittenger & Anderson
from 13F filings
Historical chart of Pittenger & Anderson investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Pittenger & Anderson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $100k | 535 | 186.81 |
| 2023-12-31 | $93k | 535 | 173.89 |
| 2023-09-30 | $82k | 535 | 153.84 |
| 2023-06-30 | $105k | 650 | 161.19 |
| 2023-03-31 | $197k | 1.3k | 151.76 |
| 2022-12-31 | $203k | 1.4k | 145.07 |
| 2022-09-30 | $180k | 1.4k | 128.85 |
| 2022-06-30 | $201k | 1.5k | 137.77 |
| 2022-03-31 | $227k | 1.5k | 155.59 |
| 2021-12-31 | $243k | 1.5k | 156.88 |
| 2021-09-30 | $233k | 1.6k | 145.72 |
| 2021-06-30 | $236k | 1.6k | 147.59 |
| 2021-03-31 | $217k | 1.5k | 141.18 |
| 2020-12-31 | $80k | 625 | 128.00 |
| 2020-09-30 | $42k | 375 | 112.00 |
| 2020-06-30 | $41k | 375 | 109.33 |
| 2020-03-31 | $36k | 375 | 96.00 |
| 2019-12-31 | $95k | 729 | 130.32 |
| 2019-09-30 | $57k | 475 | 120.00 |
| 2019-06-30 | $58k | 500 | 116.00 |
| 2019-03-31 | $56k | 500 | 112.00 |
| 2018-12-31 | $51k | 500 | 102.00 |
| 2018-09-30 | $58k | 500 | 116.00 |
| 2018-06-30 | $50k | 450 | 111.11 |
| 2018-03-31 | $61k | 555 | 109.91 |
| 2017-12-31 | $63k | 555 | 113.51 |
| 2017-09-30 | $60k | 555 | 108.11 |
| 2017-06-30 | $58k | 555 | 104.50 |
| 2017-03-31 | $58k | 555 | 104.50 |
| 2016-12-31 | $81k | 800 | 101.25 |
| 2016-09-30 | $85k | 892 | 95.29 |