iShares S&P 500 Value Index shares owned by Ballentine Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ballentine Capital Advisors
from 13F filings
Historical chart of Ballentine Capital Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Ballentine Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $585k | 2.8k | 206.54 |
| 2025-06-30 | $554k | 2.8k | 195.45 |
| 2025-03-31 | $540k | 2.8k | 190.55 |
| 2024-12-31 | $541k | 2.8k | 190.90 |
| 2024-09-30 | $573k | 2.9k | 197.19 |
| 2024-06-30 | $583k | 3.2k | 182.03 |
| 2024-03-31 | $595k | 3.2k | 185.67 |
| 2023-12-31 | $579k | 3.3k | 175.46 |
More positions owned by Ballentine Capital Advisors
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