iShares S&P 500 Value Index shares owned by Edgemoor Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Edgemoor Investment Advisors
from 13F filings
Historical chart of Edgemoor 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 Edgemoor Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $669k | 3.4k | 197.17 |
| 2024-06-30 | $608k | 3.3k | 182.01 |
| 2024-03-31 | $671k | 3.6k | 186.81 |
| 2023-12-31 | $624k | 3.6k | 173.89 |
| 2023-09-30 | $531k | 3.5k | 153.84 |
More positions owned by Edgemoor Investment Advisors
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