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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Cooper Financial Group

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Broadcom (AVGO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

View all positions for Cooper Financial Group

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