iShares S&P 500 Value Index shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Claro Advisors 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 Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 25k | 48.06 |
| 2024-06-30 | $545k | 3.0k | 182.04 |
| 2024-03-31 | $567k | 3.0k | 186.83 |
| 2023-12-31 | $517k | 3.0k | 173.90 |
| 2023-09-30 | $579k | 3.8k | 153.83 |
| 2023-06-30 | $547k | 3.4k | 161.21 |
| 2023-03-31 | $481k | 3.2k | 151.76 |
| 2022-12-31 | $435k | 3.0k | 145.10 |
| 2022-09-30 | $425k | 3.1k | 137.36 |
| 2022-06-30 | $425k | 3.1k | 137.36 |
| 2022-03-31 | $530k | 3.4k | 156.62 |
| 2021-12-31 | $530k | 3.4k | 156.62 |
| 2021-09-30 | $415k | 2.9k | 145.36 |
| 2021-06-30 | $422k | 2.9k | 147.81 |
| 2021-03-31 | $423k | 3.0k | 141.09 |
| 2020-12-31 | $384k | 3.0k | 128.09 |
| 2020-09-30 | $346k | 3.1k | 112.41 |
| 2020-06-30 | $331k | 3.1k | 108.13 |
| 2020-03-31 | $274k | 2.8k | 96.41 |
| 2019-12-31 | $314k | 2.4k | 130.24 |
| 2019-09-30 | $305k | 2.6k | 118.95 |
| 2019-06-30 | $300k | 2.6k | 116.46 |
| 2019-03-31 | $298k | 2.6k | 112.71 |
| 2018-12-31 | $269k | 2.3k | 115.90 |