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iShares S&P 500 Value Index shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 20k 186.81
2023-12-31 $712k 4.1k 173.90

More positions owned by Tidemark

Spdr Portfolio Etf (SPLG)
Invesco Total Etf (GTO)
Invesco Exchange Etf (SPHQ)
SPDR S&P Etf (SPY)
Invesco Qqq Etf (QQQ)
Global X Etf (AUSF)
First Trust Etf (FVD)
Spdr Mortgage Etf (SPMB)
Spdr Portfolio Etf (SPYG)
Ishares S&p Etf (IVE)
Apple Common Stock (AAPL)
Wisdomtree Dynamic Etf (DDWM)
First Trust Etf (HYLS)
Invesco S&p Etf (IDMO)
Spdr Bloomberg Etf (BIL)

View all positions for Tidemark

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
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index