iShares S&P 500 Value Index shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 11k | 206.50 |
| 2025-06-30 | $2.1M | 11k | 195.42 |
| 2025-03-31 | $2.1M | 11k | 190.59 |
| 2024-12-31 | $2.1M | 11k | 190.88 |
| 2024-06-30 | $3.9M | 22k | 182.01 |
| 2024-03-31 | $1.9M | 10k | 186.81 |
| 2023-12-31 | $1.8M | 10k | 173.90 |
| 2023-09-30 | $1.6M | 10k | 153.83 |
| 2023-06-30 | $1.6M | 9.9k | 161.17 |
| 2023-03-31 | $1.5M | 9.8k | 151.79 |
| 2022-12-31 | $1.4M | 9.8k | 145.08 |
| 2022-09-30 | $1.3M | 9.9k | 128.52 |
| 2022-06-30 | $1.4M | 10k | 137.49 |
| 2022-03-31 | $1.6M | 10k | 155.77 |
More positions owned by Dumont & Blake Investment Advisors
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