iShares S&P 500 Value Index shares owned by FinTrust Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by FinTrust Capital Advisors
from 13F filings
Historical chart of FinTrust Capital Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by FinTrust Capital 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 FinTrust Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $253k | 1.3k | 197.18 |
| 2024-06-30 | $260k | 1.4k | 182.01 |
| 2024-03-31 | $281k | 1.5k | 186.81 |
| 2023-09-30 | $9.2k | 60 | 153.85 |
| 2023-06-30 | $8.7k | 60 | 145.08 |
| 2023-03-31 | $8.7k | 60 | 145.08 |
| 2022-12-31 | $8.7k | 60 | 145.07 |
| 2022-09-30 | $8.0k | 60 | 133.33 |
| 2022-06-30 | $8.0k | 60 | 133.33 |
| 2022-03-31 | $9.0k | 60 | 150.00 |
| 2021-12-31 | $9.0k | 60 | 150.00 |
| 2021-09-30 | $9.0k | 60 | 150.00 |
| 2021-06-30 | $9.0k | 60 | 150.00 |
| 2021-03-31 | $8.0k | 60 | 133.33 |
| 2020-12-31 | $8.0k | 60 | 133.33 |
| 2020-09-30 | $20k | 177 | 112.99 |
| 2020-06-30 | $6.0k | 60 | 100.00 |
| 2020-03-31 | $6.0k | 60 | 100.00 |
| 2019-12-31 | $8.0k | 60 | 133.33 |
| 2019-09-30 | $7.0k | 60 | 116.67 |
| 2019-06-30 | $7.0k | 60 | 116.67 |
| 2019-03-31 | $13k | 113 | 116.67 |
| 2018-12-31 | $230k | 2.3k | 101.04 |