iShares S&P 500 Value Index shares owned by Tompkins Financial Corp
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tompkins Financial Corp
from 13F filings
Historical chart of Tompkins Financial Corp investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Tompkins Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $125k | 669 | 186.81 |
| 2023-12-31 | $108k | 619 | 173.89 |
| 2023-09-30 | $95k | 619 | 153.84 |
| 2023-06-30 | $100k | 619 | 161.19 |
| 2023-03-31 | $94k | 619 | 151.76 |
| 2022-12-31 | $90k | 619 | 145.40 |
| 2022-09-30 | $80k | 619 | 129.24 |
| 2022-06-30 | $85k | 619 | 137.32 |
| 2022-03-31 | $96k | 619 | 155.09 |
| 2021-12-31 | $97k | 619 | 156.70 |
| 2021-09-30 | $90k | 619 | 145.40 |
| 2021-03-31 | $87k | 619 | 140.55 |
| 2020-12-31 | $247k | 2.6k | 96.26 |
| 2020-09-30 | $98k | 871 | 112.51 |
| 2020-06-30 | $94k | 871 | 107.92 |
| 2020-03-31 | $84k | 871 | 96.44 |
| 2019-12-31 | $132k | 1.1k | 118.71 |
| 2019-09-30 | $132k | 1.1k | 118.71 |
| 2019-06-30 | $130k | 1.1k | 116.91 |
| 2019-03-31 | $129k | 1.1k | 116.01 |
| 2018-12-31 | $112k | 1.1k | 100.72 |
| 2018-09-30 | $129k | 1.1k | 116.01 |
| 2018-06-30 | $122k | 1.1k | 109.71 |
| 2018-03-31 | $122k | 1.1k | 109.71 |
| 2017-12-31 | $127k | 1.1k | 114.21 |
| 2017-09-30 | $120k | 1.1k | 107.91 |
| 2017-06-30 | $65k | 619 | 105.01 |
| 2017-03-31 | $64k | 619 | 103.39 |
| 2016-12-31 | $63k | 619 | 101.78 |
| 2016-09-30 | $59k | 619 | 95.32 |
| 2016-06-30 | $58k | 619 | 93.70 |
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