iShares S&P 500 Value Index shares owned by Silver Oak Securities
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Silver Oak Securities
from 13F filings
Historical chart of Silver Oak Securities 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 Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Silver Oak Securities
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $596k | 3.2k | 186.82 |
2023-12-31 | $392k | 2.3k | 173.90 |
2023-09-30 | $351k | 2.3k | 153.84 |
2022-12-31 | $1.7M | 12k | 145.05 |
2022-09-30 | $351k | 2.3k | 153.84 |