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iShares S&P 500 Value Index shares owned by B, B, H, & B

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by B, B, H, & B from 13F filings

Historical chart of B, B, H, & B investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by B, B, H, & B 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 B, B, H, & B

Quarter filed Position value Share count Share price at filing
2022-03-31 $388k 2.5k 155.64
2021-12-31 $416k 2.7k 156.69
2021-06-30 $4.3M 29k 147.63
2021-03-31 $67k 14k 4.70
2020-12-31 $62k 486 127.57

More positions owned by B, B, H, & B

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Servisfirst Bancshares (SFBS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Activly Mangd Etc Optimum Yield (PDBC)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Select Divid Etf (DVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for B, B, H, & B

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index