Ishares Tr dev val factor shares owned by Private Ocean
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15k | 540 | 28.23 |
| 2023-12-31 | $14k | 540 | 26.51 |
| 2023-09-30 | $14k | 540 | 25.36 |
| 2023-06-30 | $14k | 540 | 25.45 |
| 2023-03-31 | $13k | 540 | 24.79 |
| 2022-12-31 | $13k | 540 | 23.17 |
| 2022-09-30 | $10k | 540 | 18.52 |
| 2022-06-30 | $11k | 540 | 20.37 |
| 2022-03-31 | $14k | 540 | 25.93 |
| 2021-12-31 | $14k | 540 | 25.93 |
| 2021-09-30 | $14k | 540 | 25.93 |
| 2021-06-30 | $30k | 1.2k | 25.75 |
| 2021-03-31 | $29k | 1.2k | 24.89 |