iShares S&P 500 Value Index shares owned by Amerivest Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Amerivest Investment Management
from 13F filings
Historical chart of Amerivest 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 Amerivest Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $0 | 0 | 0.00 |
| 2023-06-30 | $107M | 665k | 161.19 |
| 2023-03-31 | $107M | 703k | 151.76 |
| 2022-12-31 | $108M | 742k | 145.07 |
| 2022-09-30 | $100M | 779k | 128.52 |
| 2022-06-30 | $112M | 815k | 137.46 |
| 2022-03-31 | $125M | 802k | 155.72 |
| 2021-12-31 | $135M | 861k | 156.63 |
| 2021-09-30 | $123M | 1.1M | 112.45 |
| 2021-06-30 | $137M | 929k | 147.64 |
| 2021-03-31 | $134M | 1.0M | 128.02 |
| 2020-12-31 | $134M | 1.0M | 128.02 |
| 2020-09-30 | $123M | 1.1M | 112.45 |
| 2020-06-30 | $150M | 1.4M | 108.21 |
| 2020-03-31 | $134M | 1.4M | 96.25 |
| 2019-12-31 | $222M | 1.7M | 130.09 |
| 2019-09-30 | $227M | 1.9M | 119.14 |
| 2019-06-30 | $233M | 2.0M | 116.57 |
| 2019-03-31 | $238M | 2.1M | 112.74 |
| 2018-12-31 | $223M | 2.2M | 101.14 |
| 2018-09-30 | $329M | 2.8M | 115.84 |
| 2018-06-30 | $415M | 3.8M | 110.13 |
| 2018-03-31 | $6.2M | 57k | 109.33 |
| 2017-12-31 | $4.4M | 39k | 114.25 |
| 2017-09-30 | $4.2M | 39k | 107.90 |
| 2017-06-30 | $4.1M | 39k | 104.96 |
| 2017-03-31 | $8.2M | 78k | 104.04 |
| 2016-12-31 | $7.8M | 77k | 101.37 |
| 2016-09-30 | $7.4M | 78k | 94.96 |
| 2016-06-30 | $7.3M | 78k | 92.90 |
| 2016-03-31 | $8.1M | 90k | 89.93 |
| 2015-12-31 | $8.3M | 93k | 88.53 |
| 2015-09-30 | $7.9M | 94k | 84.03 |
| 2015-06-30 | $8.8M | 95k | 92.21 |
| 2015-03-31 | $8.1M | 87k | 92.56 |
| 2014-12-31 | $8.3M | 88k | 93.77 |
| 2014-09-30 | $7.9M | 88k | 90.07 |
| 2014-06-30 | $7.9M | 88k | 90.28 |
| 2014-03-31 | $8.3M | 96k | 86.90 |
| 2013-12-31 | $8.3M | 97k | 85.46 |
| 2013-09-30 | $7.6M | 98k | 78.32 |
| 2013-06-30 | $7.4M | 98k | 75.77 |
| 2013-03-31 | $7.0M | 95k | 73.80 |
| 2012-12-31 | $4.3M | 65k | 66.40 |
| 2012-09-30 | $395k | 6.0k | 65.76 |
| 2012-06-30 | $129k | 2.1k | 62.41 |
| 2010-03-31 | $67k | 1.0k | 64.61 |
More positions owned by Amerivest Investment Management
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