iShares S&P 500 Value Index shares owned by Financial Partners Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $625k | 3.3k | 190.91 |
| 2024-09-30 | $639k | 3.2k | 197.18 |
| 2024-06-30 | $507k | 2.8k | 182.02 |
| 2024-03-31 | $506k | 2.7k | 186.82 |
| 2023-12-31 | $465k | 2.7k | 173.91 |
| 2023-09-30 | $416k | 2.7k | 155.95 |
| 2023-06-30 | $435k | 2.7k | 163.57 |
| 2023-03-31 | $402k | 2.6k | 151.76 |
| 2022-12-31 | $414k | 2.6k | 156.81 |
| 2022-09-30 | $339k | 2.6k | 128.70 |
| 2022-06-30 | $361k | 2.6k | 137.52 |
| 2022-03-31 | $419k | 2.7k | 155.88 |
| 2021-12-31 | $399k | 2.6k | 154.05 |
| 2021-09-30 | $379k | 2.6k | 145.60 |
| 2021-06-30 | $367k | 2.5k | 147.69 |
| 2021-03-31 | $350k | 2.5k | 141.07 |
| 2020-12-31 | $325k | 2.5k | 131.21 |
| 2020-09-30 | $278k | 2.5k | 112.51 |
| 2020-06-30 | $242k | 2.2k | 108.28 |
| 2020-03-31 | $232k | 2.5k | 92.06 |
| 2019-12-31 | $4.3M | 33k | 129.06 |
| 2019-09-30 | $3.8M | 32k | 119.13 |
| 2019-06-30 | $3.9M | 34k | 116.56 |
| 2019-03-31 | $3.8M | 34k | 112.75 |
| 2018-12-31 | $1.8M | 18k | 101.13 |
| 2018-09-30 | $853k | 7.4k | 115.91 |
| 2018-06-30 | $730k | 6.6k | 110.19 |
| 2018-03-31 | $656k | 6.0k | 109.32 |
| 2017-12-31 | $3.1M | 27k | 114.23 |