iShares S&P 500 Value Index shares owned by Ancora Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ancora Advisors
from 13F filings
Historical chart of Ancora Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Ancora Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 38k | 206.51 |
| 2025-06-30 | $6.8M | 35k | 195.42 |
| 2025-03-31 | $6.0M | 32k | 190.58 |
| 2024-12-31 | $1.1M | 5.6k | 190.88 |
| 2024-09-30 | $1.0M | 5.3k | 197.17 |
| 2024-06-30 | $878k | 4.8k | 182.01 |
| 2024-03-31 | $907k | 4.9k | 186.79 |
| 2023-12-31 | $762k | 4.4k | 173.90 |
| 2023-09-30 | $626k | 4.1k | 153.82 |
| 2023-06-30 | $549k | 3.4k | 161.17 |
| 2023-03-31 | $513k | 3.4k | 151.75 |
| 2022-12-31 | $297k | 2.0k | 145.30 |
| 2022-09-30 | $243k | 1.9k | 128.30 |
| 2022-06-30 | $260k | 1.9k | 137.35 |
| 2022-03-31 | $272k | 1.9k | 141.08 |
| 2021-12-31 | $275k | 1.8k | 156.78 |
| 2021-09-30 | $255k | 1.8k | 145.38 |
| 2021-06-30 | $285k | 1.9k | 147.82 |
| 2021-03-31 | $272k | 1.9k | 141.08 |
| 2020-12-31 | $221k | 1.7k | 127.97 |
| 2020-09-30 | $1.7M | 15k | 112.25 |
| 2020-06-30 | $1.6M | 15k | 108.03 |
| 2020-03-31 | $1.5M | 15k | 96.23 |
| 2019-12-31 | $226k | 1.7k | 130.33 |
| 2019-09-30 | $4.3M | 36k | 119.10 |
| 2019-06-30 | $202k | 1.7k | 116.49 |
| 2019-03-31 | $226k | 2.0k | 112.72 |
| 2018-12-31 | $240k | 2.4k | 101.14 |
| 2018-09-30 | $275k | 2.4k | 116.00 |
| 2018-06-30 | $245k | 2.2k | 109.87 |
| 2018-03-31 | $244k | 2.2k | 109.32 |
| 2016-12-31 | $152k | 1.5k | 101.65 |