Camelot Technology Advisors »

iShares S&P 500 Value Index shares owned by Camelot Technology Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Camelot Technology Advisors from 13F filings

Historical chart of Camelot Technology Advisors 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 Camelot Technology Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Camelot Technology Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $624k 3.2k 197.19
2024-06-30 $631k 3.5k 182.03
2024-03-31 $653k 3.5k 186.81
2023-12-31 $606k 3.5k 173.89

More positions owned by Camelot Technology Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Energy (XLE)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Micro-cap Etf (IWC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Camelot Technology Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index