iShares S&P 500 Value Index shares owned by Cooper Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cooper Financial Group
from 13F filings
Historical chart of Cooper Financial Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Cooper Financial Group 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 Cooper Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $945k | 4.6k | 206.49 |
| 2025-06-30 | $904k | 4.6k | 195.42 |
| 2025-03-31 | $1.6M | 8.4k | 190.58 |
| 2024-12-31 | $969k | 5.1k | 190.87 |
| 2024-06-30 | $493k | 2.7k | 182.02 |
| 2024-03-31 | $489k | 2.6k | 186.81 |
| 2020-12-31 | $1.0M | 7.8k | 128.08 |