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iShares S&P 500 Value Index shares owned by Gallagher Fiduciary Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gallagher Fiduciary Advisors from 13F filings

Historical chart of Gallagher Fiduciary 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 Gallagher Fiduciary 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $546k 2.8k 197.20
2024-06-30 $579k 3.2k 182.01
2024-03-31 $596k 3.2k 186.79
2023-12-31 $553k 3.2k 173.87
2023-09-30 $548k 3.6k 153.86
2023-06-30 $696k 4.3k 161.18
2023-03-31 $649k 4.3k 151.81