Biltmore Family Office »

iShares S&P 500 Value Index shares owned by Biltmore Family Office

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Biltmore Family Office from 13F filings

Historical chart of Biltmore Family Office 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 Biltmore Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Biltmore Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $182k 921 197.17

More positions owned by Biltmore Family Office

Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Avidxchange Holdings (AVDX)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Sprott Physical Gold Tr Unit (PHYS)
Abbvie (ABBV)
Merck & Co (MRK)
Ftai Aviation SHS (FTAI)
Aon Shs Cl A (AON)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Biltmore Family Office

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index