iShares S&P 500 Value Index shares owned by Custos Family Office
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Custos Family Office
from 13F filings
Historical chart of Custos Family Office 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 Custos Family Office 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 Custos Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 8.9k | 197.16 |
| 2024-06-30 | $1.6M | 8.9k | 182.00 |
| 2024-03-31 | $1.7M | 8.9k | 186.81 |
| 2023-12-31 | $1.6M | 9.0k | 173.89 |
| 2023-09-30 | $291k | 1.9k | 153.86 |
| 2023-06-30 | $331k | 2.1k | 161.23 |