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iShares S&P 500 Value Index shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial 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 Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $803k 4.6k 173.89
2023-09-30 $710k 4.6k 153.84
2023-06-30 $744k 4.6k 161.19
2023-03-31 $701k 4.6k 151.76
2022-12-31 $284k 2.0k 145.07
2022-09-30 $507k 3.9k 128.52
2022-06-30 $69k 501 137.72
2022-03-31 $78k 501 155.69
2021-12-31 $200k 1.3k 156.37
2021-09-30 $186k 1.3k 145.43
2021-06-30 $189k 1.3k 147.77
2021-03-31 $181k 1.3k 141.52
2020-12-31 $340k 2.7k 128.06
2020-09-30 $232k 2.1k 112.35
2020-06-30 $67k 623 107.54
2020-03-31 $60k 623 96.31
2019-12-31 $65k 496 131.05
2019-09-30 $59k 496 118.95
2019-06-30 $58k 496 116.94
2019-03-31 $56k 496 112.90
2018-12-31 $50k 496 100.81
2018-09-30 $57k 496 114.92
2018-06-30 $55k 496 110.89
2018-03-31 $54k 496 108.87
2017-12-31 $57k 496 114.92
2017-09-30 $54k 496 108.87
2017-06-30 $52k 496 104.84
2017-03-31 $52k 496 104.84
2016-12-31 $50k 496 100.81
2016-09-30 $47k 496 94.76
2016-06-30 $46k 496 92.74
2016-03-31 $45k 496 90.73
2015-12-31 $44k 496 88.71
2015-09-30 $42k 496 84.68
2015-06-30 $47k 511 91.98
2015-03-31 $46k 496 92.74
2014-12-31 $47k 496 94.76
2014-09-30 $45k 496 90.73
2014-06-30 $20k 227 88.11
2014-03-31 $20k 227 88.11
2013-12-31 $19k 227 83.70
2013-09-30 $18k 227 79.30
2013-06-30 $17k 227 74.89
2012-03-31 $23k 347 66.28
2011-12-31 $25k 427 58.55
2011-09-30 $5.0k 105 47.62

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index