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iShares S&P 500 Value Index shares owned by First Allied Advisory Services

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by First Allied Advisory Services from 13F filings

Historical chart of First Allied Advisory Services 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 First Allied Advisory Services 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 First Allied Advisory Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $7.6M 67k 112.45
2020-06-30 $8.8M 81k 108.21
2020-03-31 $7.7M 80k 96.26
2019-12-31 $11M 86k 130.23
2019-09-30 $11M 88k 119.22
2019-06-30 $12M 99k 116.57
2019-03-31 $14M 124k 112.74
2018-12-31 $11M 105k 101.25
2018-09-30 $4.4M 38k 115.95
2018-06-30 $6.4M 58k 110.13
2018-03-31 $7.5M 69k 109.41
2017-12-31 $8.6M 75k 114.13
2017-09-30 $7.6M 71k 107.98
2017-06-30 $7.0M 66k 104.72
2017-03-31 $6.3M 61k 104.26
2016-12-31 $8.4M 83k 101.38
2016-09-30 $5.7M 60k 94.97
2016-06-30 $6.2M 67k 93.00
2016-03-31 $7.8M 87k 89.87
2015-12-31 $5.7M 64k 88.51
2015-09-30 $4.5M 53k 84.11
2015-06-30 $5.1M 55k 92.11
2015-03-31 $5.3M 57k 92.55
2014-12-31 $8.4M 90k 93.73
2014-09-30 $6.4M 71k 90.04
2014-06-30 $6.8M 75k 90.31
2014-03-31 $3.6M 41k 86.94
2013-12-31 $3.3M 39k 85.32
2013-09-30 $7.6M 97k 78.24
2013-06-30 $5.6M 73k 75.88
2013-03-31 $6.3M 85k 73.86
2012-12-31 $12M 185k 66.45
2012-09-30 $14M 207k 65.89

More positions owned by First Allied Advisory Services

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for First Allied Advisory Services

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index