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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Edgemoor Investment Advisors 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $624k 3.6k 173.89
2023-09-30 $531k 3.5k 153.84

More positions owned by Edgemoor Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lowe's Companies (LOW)
United Rentals (URI)
Alphabet Cap Stk Cl C (GOOG)
Lennar Corp Cl A (LEN)
Amazon (AMZN)
Applied Materials (AMAT)
Vertex Pharmaceuticals Incorporated (VRTX)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Williams-Sonoma (WSM)
Blackstone Group Inc Com Cl A (BX)
CVS Caremark Corporation (CVS)

View all positions for Edgemoor Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index