iShares S&P 500 Value Index shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in iShares S&P 500 Value Index
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.2M | 47k | 173.89 |
2023-09-30 | $7.4M | 48k | 153.84 |
2023-06-30 | $7.7M | 48k | 161.19 |
2023-03-31 | $7.4M | 49k | 151.76 |
2022-12-31 | $7.3M | 50k | 145.07 |
2022-09-30 | $5.9M | 46k | 128.52 |
2022-06-30 | $5.7M | 42k | 137.45 |
2022-03-31 | $6.0M | 39k | 155.72 |
2021-12-31 | $6.0M | 39k | 156.64 |
2021-09-30 | $5.6M | 38k | 145.42 |
2021-06-30 | $6.1M | 41k | 147.64 |
2021-03-31 | $5.8M | 41k | 141.25 |
2020-12-31 | $5.1M | 40k | 128.02 |
2020-09-30 | $4.2M | 38k | 112.44 |
2020-06-30 | $4.1M | 38k | 108.20 |
2020-03-31 | $3.5M | 36k | 96.26 |
2019-12-31 | $3.8M | 29k | 130.08 |
2019-09-30 | $3.4M | 28k | 119.14 |
2019-06-30 | $3.1M | 27k | 116.57 |
2019-03-31 | $2.9M | 26k | 112.74 |
2018-12-31 | $2.3M | 23k | 101.16 |
2018-09-30 | $313k | 2.7k | 116.01 |
2018-06-30 | $258k | 2.3k | 110.02 |
2018-03-31 | $258k | 2.4k | 109.46 |
2017-12-31 | $290k | 2.5k | 114.35 |
2017-09-30 | $275k | 2.6k | 107.72 |
2017-06-30 | $267k | 2.5k | 105.16 |
2017-03-31 | $264k | 2.5k | 104.22 |
2016-12-31 | $354k | 3.5k | 101.40 |
2016-09-30 | $329k | 3.5k | 94.95 |
2016-06-30 | $339k | 3.6k | 92.95 |
2016-03-31 | $354k | 3.9k | 89.96 |
2015-12-31 | $357k | 4.0k | 88.45 |
2015-06-30 | $266k | 2.9k | 92.39 |
2015-03-31 | $265k | 2.9k | 92.56 |
2014-12-31 | $267k | 2.8k | 93.85 |
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