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iShares S&P 500 Value Index shares owned by TBH Global Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by TBH Global Asset Management from 13F filings

Historical chart of TBH Global Asset Management 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 TBH Global Asset Management 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 TBH Global Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $817k 4.4k 186.79
2023-12-31 $791k 4.5k 173.89
2023-09-30 $1.1M 7.2k 153.85
2023-06-30 $1.6M 9.7k 161.20
2023-03-31 $1.5M 10k 151.76
2022-12-31 $1.4M 9.5k 145.07
2022-09-30 $869k 6.8k 128.49
2022-06-30 $875k 6.4k 137.51
2022-03-31 $1.2M 7.6k 155.75
2021-12-31 $1.2M 7.4k 156.68
2021-09-30 $1.1M 7.6k 145.46
2021-06-30 $1.0M 7.0k 147.70
2021-03-31 $1.1M 7.7k 141.24
2020-12-31 $1.7M 13k 128.00
2020-09-30 $551k 4.9k 112.45