iShares S&P 500 Value Index shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services 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 Essex Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 10k | 206.52 |
| 2025-06-30 | $2.0M | 10k | 195.43 |
| 2025-03-31 | $1.6M | 8.2k | 190.57 |
| 2024-12-31 | $1.7M | 9.0k | 190.87 |
| 2024-09-30 | $1.6M | 8.0k | 198.52 |
| 2024-06-30 | $1.9M | 11k | 182.01 |
| 2024-03-31 | $1.9M | 9.9k | 186.80 |
| 2023-12-31 | $1.7M | 9.5k | 173.89 |
| 2023-09-30 | $1.3M | 8.7k | 153.84 |
| 2023-06-30 | $1.4M | 8.8k | 161.18 |
| 2023-03-31 | $1.4M | 9.1k | 151.76 |
| 2022-12-31 | $1.4M | 9.7k | 145.03 |
| 2022-09-30 | $1.2M | 9.7k | 128.53 |
| 2022-06-30 | $1.2M | 8.4k | 137.48 |
| 2022-03-31 | $1.2M | 7.6k | 156.63 |
| 2021-12-31 | $1.2M | 7.6k | 156.63 |
| 2021-09-30 | $1.1M | 7.8k | 145.37 |
| 2021-06-30 | $1.0M | 7.4k | 141.28 |
| 2021-03-31 | $1.0M | 7.4k | 141.28 |
| 2020-12-31 | $754k | 5.9k | 127.95 |