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iShares S&P 500 Value Index shares owned by Eldridge Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Eldridge Investment Advisors from 13F filings

Historical chart of Eldridge 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 Eldridge 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 Eldridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 8.4k 197.15
2024-06-30 $1.5M 8.3k 181.99
2024-03-31 $1.5M 8.3k 186.83
2023-12-31 $1.4M 8.2k 173.89
2023-09-30 $1.3M 8.2k 153.86
2023-06-30 $1.3M 8.2k 161.17
2023-03-31 $1.2M 8.2k 151.73
2022-12-31 $1.2M 8.1k 145.02
2022-09-30 $1.0M 7.9k 128.53
2022-06-30 $1.1M 7.9k 137.41
2022-03-31 $1.2M 8.0k 155.66
2021-12-31 $1.2M 7.9k 156.60
2021-09-30 $1.1M 7.7k 145.36
2021-06-30 $1.1M 7.6k 147.70
2021-03-31 $1.1M 7.4k 141.19
2020-12-31 $945k 7.4k 127.98
2020-09-30 $1.1M 10k 112.41
2020-06-30 $1.2M 11k 108.19
2020-03-31 $1.1M 12k 96.26
2019-12-31 $1.5M 12k 130.08
2019-09-30 $1.4M 12k 119.15
2019-06-30 $1.4M 12k 116.56
2019-03-31 $1.3M 12k 112.71
2018-12-31 $1.1M 11k 101.13
2018-09-30 $1.3M 11k 115.84
2018-06-30 $1.3M 12k 110.08
2018-03-31 $1.3M 12k 109.34
2017-12-31 $1.5M 13k 114.57