iShares S&P 500 Value Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 17k | 206.51 |
| 2025-06-30 | $3.3M | 17k | 195.42 |
| 2025-03-31 | $3.2M | 17k | 190.58 |
| 2024-12-31 | $3.3M | 17k | 190.88 |
| 2024-09-30 | $2.9M | 15k | 197.17 |
| 2024-06-30 | $4.3M | 24k | 182.01 |
| 2024-03-31 | $4.5M | 24k | 186.81 |
| 2023-09-30 | $3.7M | 24k | 153.84 |
| 2023-06-30 | $3.9M | 24k | 161.19 |
| 2023-03-31 | $3.7M | 24k | 151.76 |
| 2022-12-31 | $3.4M | 23k | 145.07 |
| 2022-09-30 | $3.0M | 24k | 128.51 |
| 2022-06-30 | $3.3M | 24k | 137.46 |
| 2022-03-31 | $3.7M | 24k | 155.71 |
| 2021-12-31 | $3.8M | 24k | 156.63 |
| 2021-09-30 | $3.5M | 24k | 145.43 |
| 2021-06-30 | $3.6M | 24k | 147.64 |
| 2021-03-31 | $3.4M | 24k | 141.23 |
| 2020-12-31 | $3.1M | 24k | 128.02 |
| 2020-09-30 | $2.6M | 23k | 112.46 |
| 2020-06-30 | $2.6M | 24k | 108.22 |
| 2020-03-31 | $2.2M | 23k | 96.26 |
| 2019-12-31 | $3.0M | 23k | 130.07 |
| 2019-09-30 | $885k | 7.4k | 119.16 |
| 2019-06-30 | $866k | 7.4k | 116.60 |
| 2019-03-31 | $837k | 7.4k | 112.70 |
| 2018-12-31 | $751k | 7.4k | 101.12 |
| 2018-09-30 | $860k | 7.4k | 115.79 |
| 2018-06-30 | $818k | 7.4k | 110.14 |
| 2018-03-31 | $812k | 7.4k | 109.33 |
| 2017-12-31 | $848k | 7.4k | 114.18 |
| 2017-09-30 | $801k | 7.4k | 107.85 |
| 2017-06-30 | $780k | 7.4k | 105.02 |
| 2017-03-31 | $773k | 7.4k | 104.08 |
| 2016-12-31 | $753k | 7.4k | 101.39 |
| 2016-09-30 | $705k | 7.4k | 94.92 |
| 2016-06-30 | $690k | 7.4k | 92.90 |
| 2016-03-31 | $668k | 7.4k | 89.94 |
| 2015-12-31 | $658k | 7.4k | 88.60 |
| 2015-09-30 | $624k | 7.4k | 84.02 |
| 2015-06-30 | $685k | 7.4k | 92.23 |
| 2015-03-31 | $1.5M | 16k | 92.54 |
| 2014-09-30 | $669k | 7.4k | 90.08 |
| 2014-06-30 | $671k | 7.4k | 90.35 |
| 2014-03-31 | $645k | 7.4k | 86.85 |
| 2013-12-31 | $635k | 7.4k | 85.50 |
| 2013-09-30 | $582k | 7.4k | 78.36 |
| 2013-06-30 | $563k | 7.4k | 75.80 |
| 2013-03-31 | $548k | 7.4k | 73.78 |
| 2011-06-30 | $155k | 2.5k | 62.00 |
| 2011-03-31 | $158k | 2.5k | 63.20 |
| 2010-12-31 | $149k | 2.5k | 59.60 |
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