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iShares S&P 500 Value Index shares owned by Carmichael Hill & Associates

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Carmichael Hill & Associates from 13F filings

Historical chart of Carmichael Hill & 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 Carmichael Hill & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Carmichael Hill & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $321k 1.7k 186.81
2023-12-31 $313k 1.8k 173.89
2023-09-30 $195k 1.3k 153.84
2023-06-30 $209k 1.3k 161.19
2023-03-31 $197k 1.3k 151.76
2022-12-31 $188k 1.3k 145.07
2022-09-30 $167k 1.3k 128.86
2022-06-30 $144k 1.0k 137.80
2022-03-31 $151k 971 155.51
2021-12-31 $152k 971 156.54
2021-09-30 $141k 971 145.21
2021-06-30 $136k 921 147.67
2021-03-31 $119k 839 141.84
2020-12-31 $107k 839 127.53
2020-09-30 $94k 839 112.04
2020-06-30 $91k 839 108.46
2020-03-31 $81k 839 96.54
2019-12-31 $109k 839 129.92