iShares S&P 500 Value Index shares owned by Birch Hill Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Birch Hill Investment Advisors
from 13F filings
Historical chart of Birch Hill Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Birch Hill Investment 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 Birch Hill Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $752k | 3.8k | 197.17 |
| 2024-06-30 | $694k | 3.8k | 182.01 |
| 2024-03-31 | $224k | 1.2k | 186.81 |
| 2023-12-31 | $209k | 1.2k | 173.89 |
More positions owned by Birch Hill Investment Advisors
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