iShares S&P 500 Value Index shares owned by Commonwealth Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Commonwealth Financial Services
from 13F filings
Historical chart of Commonwealth Financial Services 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 Commonwealth Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Commonwealth Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 6.1k | 196.67 |
2024-06-30 | $1.2M | 6.5k | 181.64 |
2024-03-31 | $3.7M | 21k | 173.89 |
2023-12-31 | $3.7M | 21k | 173.89 |
2023-09-30 | $305k | 2.0k | 153.85 |
2017-03-31 | $25k | 242 | 103.31 |
2016-12-31 | $88k | 868 | 101.38 |
2016-06-30 | $138k | 1.5k | 92.62 |
More positions owned by Commonwealth Financial Services
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