iShares S&P 500 Value Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Alera Investment Advisors 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 Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 74k | 173.89 |
| 2023-09-30 | $11M | 74k | 153.84 |
| 2023-06-30 | $13M | 78k | 161.19 |
| 2023-03-31 | $12M | 78k | 151.76 |
| 2022-12-31 | $11M | 78k | 145.07 |
| 2022-09-30 | $9.9M | 77k | 128.52 |
| 2022-06-30 | $11M | 77k | 137.46 |
| 2022-03-31 | $9.7M | 62k | 155.72 |
| 2021-12-31 | $9.7M | 62k | 156.62 |
| 2021-09-30 | $9.0M | 62k | 145.42 |
| 2021-06-30 | $9.2M | 62k | 147.94 |
| 2021-03-31 | $8.7M | 62k | 141.25 |
| 2020-12-31 | $8.0M | 62k | 128.02 |
| 2020-09-30 | $7.8M | 69k | 112.45 |
| 2020-06-30 | $7.5M | 70k | 108.21 |
| 2020-03-31 | $7.6M | 79k | 96.39 |
| 2019-12-31 | $11M | 88k | 130.09 |
| 2019-09-30 | $11M | 88k | 119.14 |
| 2019-06-30 | $10M | 90k | 116.57 |
| 2019-03-31 | $10M | 91k | 112.74 |
| 2018-12-31 | $9.5M | 94k | 101.14 |