iShares S&P 500 Value Index shares owned by First Heartland Consultants
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 34k | 197.18 |
| 2024-06-30 | $7.1M | 39k | 182.02 |
| 2024-03-31 | $8.7M | 47k | 186.82 |
| 2023-12-31 | $6.4M | 37k | 173.90 |
| 2023-09-30 | $4.3M | 28k | 153.85 |
| 2023-06-30 | $9.7M | 60k | 161.19 |
| 2023-03-31 | $4.7M | 31k | 151.76 |
| 2022-12-31 | $6.1M | 42k | 145.07 |
| 2022-09-30 | $2.7M | 31k | 87.31 |
| 2022-06-30 | $2.7M | 20k | 137.46 |
| 2022-03-31 | $4.9M | 31k | 155.70 |
| 2021-12-31 | $3.3M | 21k | 156.62 |
| 2021-09-30 | $3.2M | 22k | 145.44 |
| 2021-06-30 | $3.4M | 23k | 147.65 |
| 2021-03-31 | $3.4M | 24k | 141.23 |
| 2020-12-31 | $3.1M | 24k | 128.04 |
| 2020-09-30 | $2.7M | 24k | 112.43 |
| 2020-06-30 | $2.9M | 27k | 108.21 |
| 2020-03-31 | $3.2M | 33k | 96.25 |
| 2019-12-31 | $6.1M | 47k | 130.10 |
| 2019-09-30 | $3.4M | 29k | 119.13 |
| 2019-06-30 | $3.2M | 28k | 116.57 |
| 2019-03-31 | $4.0M | 36k | 112.75 |
| 2018-12-31 | $3.9M | 38k | 101.14 |
| 2018-09-30 | $3.8M | 33k | 115.83 |
| 2018-06-30 | $3.6M | 33k | 110.12 |
| 2018-03-31 | $3.7M | 34k | 109.34 |
| 2017-12-31 | $4.0M | 35k | 114.23 |
| 2017-09-30 | $3.6M | 33k | 107.92 |
| 2017-06-30 | $3.5M | 33k | 104.96 |
| 2017-03-31 | $3.5M | 33k | 104.03 |
| 2016-12-31 | $3.6M | 35k | 101.38 |
| 2016-09-30 | $2.4M | 25k | 94.97 |
| 2016-06-30 | $2.3M | 25k | 92.92 |
| 2016-03-31 | $2.2M | 25k | 89.92 |
| 2015-12-31 | $1.8M | 20k | 88.51 |
| 2015-09-30 | $1.5M | 18k | 84.04 |
| 2015-06-30 | $1.6M | 18k | 92.24 |
| 2015-03-31 | $1.5M | 16k | 92.56 |
| 2014-12-31 | $3.7M | 40k | 93.77 |
| 2014-09-30 | $3.7M | 41k | 90.06 |
| 2014-06-30 | $3.7M | 41k | 90.28 |
| 2014-03-31 | $543k | 6.3k | 86.85 |
| 2013-09-30 | $700k | 8.9k | 78.86 |
| 2013-06-30 | $1.7M | 22k | 75.77 |
| 2013-03-31 | $678k | 9.2k | 73.60 |
| 2012-12-31 | $1.3M | 20k | 66.38 |
| 2012-09-30 | $1.5M | 22k | 66.41 |
| 2012-06-30 | $1.3M | 21k | 62.29 |
| 2012-03-31 | $2.1M | 32k | 65.35 |
| 2011-12-31 | $203k | 3.5k | 57.80 |
| 2011-09-30 | $3.5M | 202k | 17.42 |
| 2011-06-30 | $5.6M | 350k | 16.13 |
| 2011-03-31 | $5.4M | 346k | 15.75 |
More positions owned by First Heartland Consultants
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