iShares S&P 500 Value Index shares owned by Bradley, Foster & Sargent
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bradley, Foster & Sargent
from 13F filings
Historical chart of Bradley, Foster & Sargent investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Bradley, Foster & Sargent
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.2M | 41k | 173.89 |
| 2023-09-30 | $6.8M | 42k | 161.19 |
| 2023-06-30 | $6.8M | 42k | 161.19 |
| 2023-03-31 | $6.8M | 45k | 151.76 |
| 2022-12-31 | $6.5M | 45k | 145.07 |
| 2022-09-30 | $5.8M | 46k | 128.51 |
| 2022-06-30 | $6.9M | 50k | 137.46 |
| 2022-03-31 | $8.5M | 55k | 155.72 |
| 2021-12-31 | $3.2M | 21k | 156.64 |