iShares S&P 500 Value Index shares owned by Emerald Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Emerald Investment Partners
from 13F filings
Historical chart of Emerald Investment Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Emerald Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.6M | 39k | 197.17 |
| 2024-06-30 | $6.7M | 37k | 182.01 |
| 2024-03-31 | $6.7M | 36k | 186.81 |
| 2023-12-31 | $1.6M | 9.0k | 173.89 |
| 2023-09-30 | $1.4M | 8.9k | 154.68 |
| 2023-06-30 | $1.6M | 9.6k | 161.19 |
| 2023-03-31 | $1.5M | 9.8k | 151.76 |
| 2022-12-31 | $1.5M | 10k | 145.07 |
| 2022-09-30 | $1.3M | 9.9k | 128.53 |
| 2022-06-30 | $1.4M | 9.9k | 137.49 |
| 2022-03-31 | $1.6M | 10k | 155.70 |
| 2021-12-31 | $3.6M | 23k | 156.63 |
| 2021-03-31 | $126k | 889 | 141.73 |
| 2020-09-30 | $125k | 1.1k | 112.41 |
| 2020-06-30 | $120k | 1.1k | 107.91 |
| 2020-03-31 | $244k | 2.5k | 96.21 |
| 2019-12-31 | $391k | 3.0k | 130.25 |
| 2019-09-30 | $395k | 3.3k | 119.16 |
| 2019-06-30 | $400k | 3.4k | 116.55 |
| 2019-03-31 | $419k | 3.7k | 112.82 |
| 2018-12-31 | $525k | 5.2k | 101.06 |
| 2018-09-30 | $850k | 7.3k | 116.57 |
| 2018-06-30 | $408k | 3.7k | 110.84 |
| 2018-03-31 | $391k | 3.6k | 109.28 |
| 2017-12-31 | $342k | 3.0k | 114.61 |
More positions owned by Emerald Investment Partners
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