iShares S&P 500 Value Index shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 18k | 186.81 |
| 2023-12-31 | $1.9M | 11k | 173.88 |
| 2023-09-30 | $1.7M | 11k | 153.84 |
| 2023-06-30 | $1.7M | 11k | 161.19 |
| 2023-03-31 | $1.6M | 11k | 151.76 |
| 2022-12-31 | $1.5M | 11k | 145.06 |
| 2022-09-30 | $1.4M | 11k | 128.48 |
| 2022-06-30 | $1.5M | 11k | 137.45 |
| 2022-03-31 | $2.0M | 13k | 152.83 |
| 2021-12-31 | $1.8M | 12k | 156.60 |
| 2021-09-30 | $1.6M | 11k | 145.42 |
| 2021-06-30 | $1.5M | 10k | 147.59 |
| 2021-03-31 | $1.4M | 10k | 141.25 |
| 2020-12-31 | $302k | 2.4k | 127.91 |
| 2020-09-30 | $275k | 2.5k | 112.11 |
| 2020-06-30 | $6.3M | 58k | 108.21 |
| 2020-03-31 | $5.7M | 59k | 96.24 |
| 2019-12-31 | $21M | 161k | 130.09 |
| 2019-09-30 | $19M | 162k | 119.14 |
| 2019-06-30 | $19M | 162k | 116.57 |
| 2019-03-31 | $19M | 164k | 112.74 |
| 2018-12-31 | $16M | 162k | 101.14 |
| 2018-09-30 | $13M | 109k | 116.52 |
| 2018-06-30 | $20M | 184k | 110.84 |
| 2018-03-31 | $19M | 177k | 109.34 |
| 2017-12-31 | $21M | 181k | 114.24 |
| 2017-09-30 | $21M | 197k | 107.91 |
| 2017-06-30 | $21M | 198k | 104.96 |
| 2017-03-31 | $29M | 276k | 103.66 |
| 2016-12-31 | $28M | 271k | 101.78 |
| 2016-09-30 | $12M | 133k | 93.56 |
| 2016-06-30 | $9.4M | 101k | 92.90 |
More positions owned by TRUE Private Wealth Advisors
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