iShares S&P 500 Value Index shares owned by Essex Savings Bank
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Essex Savings Bank
from 13F filings
Historical chart of Essex Savings Bank 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 Savings Bank 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 Essex Savings Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $866k | 4.4k | 197.17 |
| 2024-06-30 | $245k | 1.3k | 182.01 |
| 2023-09-30 | $563k | 3.7k | 153.84 |
| 2023-06-30 | $590k | 3.7k | 161.19 |
| 2023-03-31 | $556k | 3.7k | 151.76 |
| 2022-12-31 | $531k | 3.7k | 145.07 |
| 2022-09-30 | $500k | 3.9k | 128.44 |
| 2022-06-30 | $535k | 3.9k | 137.34 |
| 2022-03-31 | $606k | 3.9k | 155.69 |
| 2021-12-31 | $636k | 4.1k | 156.61 |
| 2021-09-30 | $614k | 4.1k | 151.29 |
| 2019-06-30 | $35k | 297 | 117.85 |
| 2019-03-31 | $33k | 297 | 111.11 |
| 2018-12-31 | $30k | 297 | 101.01 |