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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
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index