iShares S&P 500 Value Index shares owned by Farther Finance Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Farther Finance Advisors
from 13F filings
Historical chart of Farther Finance Advisors 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 Farther Finance Advisors 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 Farther Finance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 113k | 206.51 |
| 2025-06-30 | $18M | 93k | 195.42 |
| 2025-03-31 | $24M | 127k | 190.33 |
| 2024-12-31 | $17M | 88k | 190.88 |
| 2024-09-30 | $16M | 80k | 197.17 |
| 2024-06-30 | $12M | 67k | 181.06 |
| 2024-03-31 | $9.6M | 52k | 185.67 |
| 2023-12-31 | $4.2M | 24k | 173.89 |
| 2023-09-30 | $143k | 930 | 153.76 |
| 2023-06-30 | $322 | 2 | 161.00 |
| 2023-03-31 | $5.2k | 34 | 151.76 |