iShares S&P 500 Value Index shares owned by Brick & Kyle, Associates
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Brick & Kyle, Associates
from 13F filings
Historical chart of Brick & Kyle, Associates 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 Brick & Kyle, Associates 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 Brick & Kyle, Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $234k | 1.2k | 190.86 |
| 2024-03-31 | $276k | 1.5k | 183.88 |
| 2023-09-30 | $563k | 3.7k | 153.83 |
| 2017-03-31 | $32k | 310 | 103.23 |
| 2016-12-31 | $31k | 310 | 100.00 |
| 2016-09-30 | $34k | 360 | 94.44 |
| 2016-06-30 | $33k | 360 | 91.67 |
| 2016-03-31 | $32k | 360 | 88.89 |
| 2015-12-31 | $32k | 360 | 88.89 |
| 2015-09-30 | $13k | 160 | 81.25 |
| 2015-06-30 | $15k | 160 | 93.75 |
| 2015-03-31 | $15k | 160 | 93.75 |
| 2014-12-31 | $17k | 185 | 91.89 |