iShares S&P 500 Value Index shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors 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 Crescent Grove Advisors 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 Crescent Grove Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 6.7k | 186.82 |
2023-12-31 | $1.5M | 8.6k | 173.89 |
2023-09-30 | $1.3M | 8.7k | 154.68 |
2023-06-30 | $1.4M | 8.8k | 161.19 |
2023-03-31 | $1.3M | 8.8k | 151.76 |
2022-12-31 | $2.0M | 14k | 145.07 |
2022-09-30 | $1.0M | 8.1k | 128.53 |
2022-06-30 | $1.6M | 12k | 137.47 |
2022-03-31 | $1.0M | 6.5k | 155.69 |
2021-12-31 | $627k | 4.0k | 156.71 |
2021-09-30 | $582k | 4.0k | 145.46 |
2021-06-30 | $572k | 3.9k | 147.57 |
2019-12-31 | $269k | 2.1k | 130.08 |
2019-09-30 | $241k | 2.0k | 119.31 |
2019-06-30 | $244k | 2.1k | 116.80 |