iShares S&P 500 Value Index shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Baker Tilly Financial 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 Baker Tilly Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 1.4k | 206.46 |
| 2025-06-30 | $276k | 1.4k | 195.47 |
| 2025-03-31 | $270k | 1.4k | 190.60 |
| 2024-12-31 | $290k | 1.5k | 190.88 |
| 2024-06-30 | $576k | 3.2k | 182.01 |
| 2024-03-31 | $624k | 3.3k | 186.81 |
| 2023-12-31 | $580k | 3.3k | 173.89 |
| 2023-09-30 | $537k | 3.5k | 153.84 |
| 2023-06-30 | $1.5M | 9.5k | 161.19 |
| 2023-03-31 | $1.4M | 9.5k | 151.76 |
| 2022-12-31 | $506k | 3.5k | 145.07 |
| 2022-09-30 | $449k | 3.5k | 128.65 |
| 2022-06-30 | $480k | 3.5k | 137.54 |
| 2022-03-31 | $543k | 3.5k | 155.59 |
| 2021-12-31 | $290k | 1.9k | 156.50 |
| 2021-09-30 | $508k | 3.5k | 145.56 |
| 2021-06-30 | $479k | 3.2k | 147.61 |
| 2021-03-31 | $437k | 3.1k | 141.29 |
| 2020-12-31 | $396k | 3.1k | 128.03 |