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iShares S&P 500 Value Index shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors from 13F filings

Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 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 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 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 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 8.9k 206.50
2025-06-30 $1.8M 9.0k 195.42
2025-03-31 $1.7M 8.8k 188.78
2024-12-31 $1.6M 8.6k 190.89
2024-09-30 $1.5M 7.7k 197.17
2024-06-30 $1.3M 7.4k 182.01
2024-03-31 $1.5M 8.0k 186.82
2023-12-31 $1.4M 8.1k 173.88
2023-09-30 $1.2M 7.9k 153.84
2023-06-30 $1.5M 9.4k 161.18
2023-03-31 $1.3M 8.8k 149.75
2022-12-31 $1.6M 11k 145.07
2022-09-30 $1.3M 11k 128.48
2022-06-30 $1.6M 11k 145.58
2022-03-31 $1.4M 9.1k 155.69
2021-12-31 $1.3M 8.5k 156.64
2021-09-30 $1.1M 7.9k 145.45
2021-06-30 $1.2M 7.8k 147.62
2021-03-31 $1.1M 7.7k 141.22
2020-12-31 $918k 7.2k 128.03
2020-09-30 $822k 7.3k 112.42
2020-06-30 $786k 7.3k 108.26
2020-03-31 $1.2M 12k 96.28
2019-12-31 $1.6M 12k 131.36
2019-09-30 $1.4M 12k 119.18
2019-06-30 $1.2M 9.9k 116.53
2019-03-31 $1.1M 9.9k 112.02
2018-12-31 $1.0M 10k 101.18
2018-09-30 $1.3M 11k 115.80
2018-06-30 $1.2M 11k 110.12

More positions owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
DNP Select Income Fund (DNP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

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