iShares S&P 500 Value Index shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 29k | 197.17 |
| 2024-06-30 | $5.2M | 28k | 182.01 |
| 2024-03-31 | $5.3M | 29k | 186.81 |
| 2023-12-31 | $4.0M | 28k | 145.07 |
| 2023-09-30 | $4.3M | 28k | 154.02 |
| 2023-06-30 | $4.5M | 28k | 161.19 |
| 2023-03-31 | $4.2M | 28k | 151.76 |
| 2022-12-31 | $4.0M | 28k | 145.07 |
| 2022-09-30 | $3.5M | 28k | 128.52 |
| 2022-06-30 | $3.8M | 28k | 137.46 |
| 2022-03-31 | $274k | 1.8k | 155.75 |
| 2021-12-31 | $275k | 1.8k | 156.67 |
| 2021-09-30 | $252k | 1.7k | 145.45 |
| 2021-06-30 | $256k | 1.7k | 147.67 |
| 2021-03-31 | $243k | 1.7k | 141.22 |
| 2020-12-31 | $220k | 1.7k | 128.00 |
More positions owned by Financial Synergies Wealth Advisors
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