iShares S&P 500 Value Index shares owned by Ehrlich Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ehrlich Financial Group
from 13F filings
Historical chart of Ehrlich Financial Group 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 Ehrlich Financial Group 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 Ehrlich Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $7.4M | 38k | 197.17 |
2024-06-30 | $7.9M | 44k | 182.01 |
2024-03-31 | $6.5M | 35k | 186.81 |