iShares S&P 500 Value Index shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32k | 163 | 197.64 |
| 2024-06-30 | $29k | 157 | 182.04 |
| 2024-03-31 | $28k | 148 | 187.74 |
| 2023-12-31 | $6.7k | 38 | 176.26 |
| 2023-09-30 | $4.2k | 27 | 154.96 |
| 2023-06-30 | $4.1k | 25 | 162.48 |
| 2023-03-31 | $3.8k | 25 | 152.44 |
| 2022-12-31 | $6.0k | 40 | 150.00 |
| 2022-09-30 | $11k | 87 | 126.44 |
| 2022-06-30 | $9.0k | 65 | 138.46 |
| 2022-03-31 | $182k | 1.2k | 155.82 |
| 2021-12-31 | $573k | 3.7k | 156.77 |
More positions owned by CarsonAllaria Wealth Management
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