iShares S&P 500 Value Index shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 58k | 206.51 |
| 2025-06-30 | $11M | 56k | 195.42 |
| 2025-03-31 | $9.1M | 48k | 190.58 |
| 2024-12-31 | $5.9M | 31k | 190.88 |
| 2024-09-30 | $5.7M | 29k | 197.17 |
| 2024-06-30 | $5.2M | 29k | 182.01 |
| 2024-03-31 | $5.3M | 28k | 186.81 |
| 2019-09-30 | $31k | 259 | 119.69 |
| 2019-06-30 | $86k | 739 | 116.37 |
| 2019-03-31 | $23k | 202 | 113.86 |
| 2018-12-31 | $97k | 958 | 101.25 |
More positions owned by Bay Harbor Wealth Management
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