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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Gallagher Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 4.0k | 206.51 |
| 2025-06-30 | $932k | 4.8k | 195.43 |
| 2025-03-31 | $749k | 3.9k | 190.59 |
| 2024-12-31 | $560k | 2.9k | 190.85 |
| 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 |
More positions owned by Gallagher Fiduciary Advisors
View all positions for Gallagher Fiduciary Advisors