iShares S&P 500 Value Index shares owned by Frank, Rimerman Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Frank, Rimerman Advisors
from 13F filings
Historical chart of Frank, Rimerman Advisors 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 Frank, Rimerman Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Frank, Rimerman Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $50M | 270k | 186.81 |
2023-09-30 | $42M | 270k | 153.84 |
2023-06-30 | $44M | 270k | 161.19 |
2023-03-31 | $41M | 270k | 151.76 |
2022-12-31 | $39M | 270k | 145.07 |
2022-09-30 | $17M | 135k | 128.52 |
2022-06-30 | $6.2M | 45k | 137.46 |