iShares S&P 500 Value Index shares owned by Buckingham Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Buckingham Asset Management
from 13F filings
Historical chart of Buckingham Asset Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Buckingham Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Buckingham Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $10M | 57k | 182.01 |
| 2024-03-31 | $11M | 59k | 186.81 |
| 2023-12-31 | $11M | 62k | 173.89 |
| 2023-09-30 | $7.9M | 52k | 153.84 |
| 2023-06-30 | $8.4M | 52k | 161.19 |
| 2023-03-31 | $7.1M | 49k | 145.07 |
| 2022-12-31 | $7.1M | 49k | 145.07 |
| 2022-09-30 | $6.5M | 50k | 128.51 |
| 2022-06-30 | $6.6M | 48k | 137.45 |
| 2022-03-31 | $6.3M | 40k | 155.73 |
| 2021-12-31 | $6.3M | 40k | 156.64 |
| 2021-09-30 | $5.9M | 41k | 145.43 |
| 2021-06-30 | $5.7M | 39k | 147.64 |
| 2021-03-31 | $5.4M | 38k | 141.25 |
| 2020-12-31 | $5.5M | 43k | 128.02 |
| 2020-09-30 | $4.8M | 43k | 112.44 |
| 2020-06-30 | $4.7M | 43k | 108.20 |
| 2020-03-31 | $4.2M | 44k | 96.26 |
| 2019-12-31 | $5.8M | 45k | 130.08 |
| 2019-09-30 | $4.9M | 41k | 119.14 |
| 2019-06-30 | $4.9M | 42k | 116.56 |
| 2019-03-31 | $8.1M | 72k | 112.74 |
| 2018-12-31 | $2.0M | 20k | 101.12 |
| 2018-09-30 | $1.8M | 15k | 115.83 |
| 2018-06-30 | $1.8M | 17k | 110.13 |
| 2018-03-31 | $1.7M | 15k | 109.35 |
| 2017-12-31 | $931k | 8.1k | 114.26 |
| 2017-09-30 | $790k | 7.3k | 107.91 |
| 2017-06-30 | $603k | 5.7k | 104.91 |
| 2017-03-31 | $542k | 5.2k | 104.01 |
| 2016-12-31 | $564k | 5.6k | 101.31 |
| 2016-09-30 | $450k | 4.7k | 94.98 |
| 2016-06-30 | $441k | 4.8k | 92.84 |
| 2016-03-31 | $438k | 4.9k | 89.86 |
| 2015-12-31 | $576k | 6.5k | 88.48 |
| 2015-09-30 | $493k | 5.9k | 83.99 |
| 2015-06-30 | $548k | 5.9k | 92.26 |
| 2015-03-31 | $492k | 5.3k | 92.53 |
| 2014-12-31 | $473k | 5.0k | 93.68 |
| 2014-09-30 | $455k | 5.0k | 90.12 |
| 2014-06-30 | $464k | 5.1k | 90.34 |
| 2014-03-31 | $473k | 5.4k | 86.96 |
| 2013-12-31 | $535k | 6.3k | 85.45 |
| 2013-09-30 | $431k | 5.5k | 78.34 |
| 2013-06-30 | $445k | 5.9k | 75.69 |
| 2012-09-30 | $282k | 4.3k | 65.86 |
| 2012-06-30 | $299k | 4.8k | 62.24 |
| 2012-03-31 | $278k | 4.3k | 64.92 |
| 2011-12-31 | $248k | 4.3k | 57.92 |
More positions owned by Buckingham Asset Management
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