iShares S&P 500 Value Index shares owned by Boston Family Office
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Boston Family Office
from 13F filings
Historical chart of Boston 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 Boston Family Office 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 Boston Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.7k | 206.51 |
| 2025-06-30 | $1.1M | 5.7k | 195.37 |
| 2025-03-31 | $1.1M | 5.7k | 190.67 |
| 2024-12-31 | $1.1M | 5.7k | 190.84 |
| 2024-09-30 | $1.1M | 5.7k | 197.11 |
| 2024-06-30 | $1.0M | 5.6k | 182.00 |
| 2024-03-31 | $1.1M | 5.6k | 186.79 |
| 2023-12-31 | $979k | 5.6k | 173.83 |
| 2023-09-30 | $866k | 5.6k | 153.76 |
| 2023-06-30 | $908k | 5.6k | 161.22 |
| 2023-03-31 | $772k | 5.1k | 151.82 |
| 2022-12-31 | $738k | 5.1k | 145.13 |
| 2022-09-30 | $654k | 5.1k | 128.61 |
| 2022-06-30 | $699k | 5.1k | 137.46 |
| 2022-03-31 | $792k | 5.1k | 155.75 |
| 2021-12-31 | $851k | 5.4k | 156.58 |
| 2021-09-30 | $790k | 5.4k | 145.35 |
| 2021-06-30 | $802k | 5.4k | 147.56 |
| 2021-03-31 | $767k | 5.4k | 141.12 |
| 2020-12-31 | $696k | 5.4k | 128.06 |
| 2020-09-30 | $611k | 5.4k | 112.42 |
| 2020-06-30 | $671k | 6.2k | 108.14 |
| 2020-03-31 | $597k | 6.2k | 96.21 |
| 2019-12-31 | $707k | 5.4k | 130.08 |
| 2019-09-30 | $648k | 5.4k | 119.23 |
| 2019-06-30 | $634k | 5.4k | 116.65 |
| 2019-03-31 | $613k | 5.4k | 112.79 |
| 2018-12-31 | $550k | 5.4k | 101.20 |
| 2018-09-30 | $630k | 5.4k | 115.92 |
| 2018-06-30 | $599k | 5.4k | 110.21 |
| 2018-03-31 | $594k | 5.4k | 109.29 |
| 2017-12-31 | $621k | 5.4k | 114.26 |
| 2017-09-30 | $586k | 5.4k | 107.82 |
| 2017-06-30 | $570k | 5.4k | 104.88 |
| 2015-12-31 | $664k | 7.5k | 88.53 |
| 2015-09-30 | $630k | 7.5k | 84.00 |
| 2015-06-30 | $793k | 8.6k | 92.21 |
| 2015-03-31 | $796k | 8.6k | 92.56 |
| 2014-12-31 | $900k | 9.6k | 93.75 |
| 2014-09-30 | $867k | 9.6k | 90.31 |
| 2014-06-30 | $867k | 9.6k | 90.31 |
| 2014-03-31 | $834k | 9.6k | 86.88 |
| 2013-12-31 | $820k | 9.6k | 85.42 |
| 2013-09-30 | $752k | 9.6k | 78.33 |
| 2013-06-30 | $727k | 9.6k | 75.73 |
| 2013-03-31 | $708k | 9.6k | 73.75 |
| 2012-12-31 | $637k | 9.6k | 66.35 |
| 2012-09-30 | $632k | 9.6k | 65.83 |
| 2012-06-30 | $598k | 9.6k | 62.29 |
| 2012-03-31 | $623k | 9.6k | 64.90 |
| 2011-12-31 | $555k | 9.6k | 57.81 |