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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.6M | 7.9k | 206.51 |
| 2025-06-30 | $1.6M | 8.2k | 195.42 |
| 2025-03-31 | $1.6M | 8.3k | 190.58 |
| 2024-12-31 | $1.6M | 8.3k | 190.84 |
| 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 |
More positions owned by Eldridge Investment Advisors
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