iShares S&P 500 Value Index shares owned by Bbjs Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bbjs Financial Advisors
from 13F filings
Historical chart of Bbjs Financial 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 Bbjs Financial 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 Bbjs Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 36k | 197.17 |
| 2024-06-30 | $6.5M | 36k | 182.01 |
| 2024-03-31 | $6.7M | 36k | 186.81 |
| 2023-12-31 | $7.4M | 42k | 173.89 |
| 2023-09-30 | $6.6M | 43k | 153.84 |
| 2023-06-30 | $8.4M | 52k | 161.19 |
| 2023-03-31 | $8.1M | 54k | 151.76 |
| 2022-12-31 | $6.6M | 46k | 145.07 |