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iShares S&P 500 Value Index shares owned by Coastline Trust

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

Historical chart of Coastline Trust 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 Coastline Trust 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 Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 70 197.17
2011-03-31 $211k 3.3k 63.26

More positions owned by Coastline Trust

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core S&p500 Etf (IVV)
Vanguard Etf/usa Sm Cp Val Etf (VBR)
BlackRock Fund Advisors Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
BlackRock Fund Advisors Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)
Vanguard Etf/usa Total Stk Mkt (VTI)
SSgA Funds Management Tr Unit (SPY)
BlackRock Fund Advisors Msci Jpn Etf New (EWJ)
Palo Alto Networks (PANW)

View all positions for Coastline Trust

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LPL Financial
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CWM
Cetera Investment Advisers
International Assets Investment Management
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