iShares S&P 500 Value Index shares owned by Advantage Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Advantage Investment Management
from 13F filings
Historical chart of Advantage Investment Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Advantage Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-09-30 | $176k | 1.5k | 118.92 |
| 2019-06-30 | $173k | 1.5k | 116.89 |
| 2019-03-31 | $167k | 1.5k | 112.84 |
| 2018-12-31 | $194k | 1.9k | 101.04 |
| 2018-09-30 | $246k | 2.1k | 115.82 |
| 2018-06-30 | $258k | 2.3k | 110.12 |
| 2018-03-31 | $895k | 8.2k | 109.28 |
| 2017-12-31 | $3.5M | 31k | 114.23 |
| 2017-09-30 | $126k | 1.2k | 108.06 |
| 2017-06-30 | $125k | 1.2k | 104.69 |
| 2017-03-31 | $133k | 1.3k | 103.66 |
| 2016-12-31 | $1.1M | 11k | 101.35 |
| 2016-09-30 | $129k | 1.4k | 95.06 |
| 2016-06-30 | $155k | 1.7k | 92.70 |
| 2016-03-31 | $1.7M | 19k | 89.95 |
| 2015-12-31 | $145k | 1.6k | 88.58 |
| 2015-09-30 | $138k | 1.6k | 84.30 |
| 2015-06-30 | $257k | 2.8k | 92.35 |
| 2015-03-31 | $257k | 2.8k | 92.51 |
| 2014-12-31 | $500k | 5.3k | 93.81 |
More positions owned by Advantage Investment Management
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