iShares S&P 500 Value Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.3M | 38k | 190.88 |
| 2024-09-30 | $6.8M | 34k | 197.17 |
| 2024-06-30 | $6.5M | 36k | 182.01 |
| 2024-03-31 | $8.0M | 43k | 186.81 |
| 2023-12-31 | $6.5M | 38k | 173.89 |
| 2023-09-30 | $5.8M | 38k | 153.84 |
| 2023-06-30 | $6.1M | 38k | 161.19 |
| 2023-03-31 | $6.0M | 40k | 151.76 |
| 2022-12-31 | $6.0M | 42k | 145.07 |
| 2022-09-30 | $5.6M | 44k | 128.52 |
| 2022-06-30 | $5.8M | 42k | 137.47 |
| 2022-03-31 | $6.2M | 40k | 155.72 |
| 2021-12-31 | $3.7M | 23k | 156.63 |
| 2021-09-30 | $3.0M | 21k | 145.42 |
| 2021-06-30 | $2.8M | 19k | 147.64 |
| 2021-03-31 | $2.7M | 19k | 141.23 |
| 2020-12-31 | $4.5M | 35k | 128.03 |
| 2020-09-30 | $9.7M | 86k | 112.45 |
| 2020-06-30 | $12M | 114k | 108.21 |
| 2020-03-31 | $11M | 114k | 96.25 |
| 2019-12-31 | $14M | 107k | 130.09 |
| 2019-09-30 | $3.5M | 30k | 119.14 |
| 2019-06-30 | $2.0M | 17k | 116.58 |
| 2019-03-31 | $2.6M | 23k | 112.75 |
| 2018-12-31 | $21M | 203k | 101.14 |
| 2018-09-30 | $21M | 178k | 115.84 |
| 2018-06-30 | $17M | 152k | 110.13 |
| 2018-03-31 | $407k | 3.6k | 111.66 |
| 2017-12-31 | $6.1M | 53k | 114.25 |
| 2017-09-30 | $469k | 4.3k | 107.84 |
| 2017-06-30 | $546k | 5.2k | 105.00 |
| 2017-03-31 | $704k | 6.8k | 103.99 |
| 2016-12-31 | $939k | 9.3k | 101.40 |
| 2016-09-30 | $6.8M | 72k | 94.96 |
| 2016-06-30 | $242k | 2.6k | 92.93 |
| 2016-03-31 | $225k | 2.5k | 89.86 |
| 2015-12-31 | $222k | 2.5k | 88.66 |
| 2015-09-30 | $200k | 2.4k | 84.21 |
| 2015-06-30 | $219k | 2.4k | 92.21 |
| 2015-03-31 | $220k | 2.4k | 92.63 |
| 2014-12-31 | $218k | 2.4k | 91.79 |
| 2014-09-30 | $214k | 2.4k | 90.11 |
| 2014-06-30 | $242k | 2.7k | 89.80 |
| 2014-03-31 | $256k | 2.9k | 86.93 |
| 2013-12-31 | $504k | 5.9k | 85.57 |
| 2013-09-30 | $231k | 2.9k | 78.44 |