iShares S&P 500 Value Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe 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 Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 81k | 206.51 |
| 2025-06-30 | $17M | 85k | 195.42 |
| 2025-03-31 | $16M | 84k | 190.58 |
| 2024-12-31 | $16M | 84k | 190.88 |
| 2024-09-30 | $17M | 84k | 197.17 |
| 2024-06-30 | $15M | 84k | 182.01 |
| 2024-03-31 | $16M | 86k | 186.81 |
| 2023-12-31 | $15M | 88k | 173.89 |
| 2023-09-30 | $13M | 85k | 153.85 |
| 2023-06-30 | $11M | 70k | 161.20 |
| 2023-03-31 | $9.8M | 64k | 151.76 |
| 2022-12-31 | $9.1M | 63k | 145.07 |
| 2022-09-30 | $8.6M | 67k | 128.60 |
| 2022-06-30 | $9.1M | 66k | 137.57 |
| 2022-03-31 | $10M | 67k | 155.72 |
| 2021-12-31 | $8.8M | 56k | 156.62 |
| 2021-09-30 | $8.7M | 60k | 145.42 |
| 2021-06-30 | $8.3M | 56k | 147.64 |
| 2021-03-31 | $7.2M | 51k | 141.28 |
| 2020-12-31 | $6.4M | 50k | 128.01 |
| 2020-09-30 | $5.4M | 48k | 112.54 |
| 2020-06-30 | $5.5M | 51k | 108.17 |
| 2020-03-31 | $2.9M | 30k | 96.25 |
| 2019-12-31 | $2.6M | 20k | 130.11 |
| 2019-09-30 | $2.5M | 21k | 119.09 |
| 2019-06-30 | $3.3M | 28k | 116.60 |
| 2019-03-31 | $2.4M | 21k | 112.79 |
| 2018-12-31 | $2.0M | 20k | 101.17 |