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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
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

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Gl Clean Ene Etf (ICLN)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Bbjs Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index