iShares S&P 500 Value Index shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Gladstone Institutional Advisory 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 Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 92k | 173.89 |
| 2023-09-30 | $14M | 92k | 153.84 |
| 2023-06-30 | $15M | 90k | 161.19 |
| 2023-03-31 | $13M | 87k | 151.76 |
| 2022-12-31 | $14M | 96k | 145.07 |
| 2022-09-30 | $14M | 110k | 128.52 |
| 2022-06-30 | $14M | 103k | 137.46 |
| 2022-03-31 | $16M | 100k | 155.72 |
| 2021-12-31 | $12M | 78k | 156.63 |
| 2021-09-30 | $10M | 72k | 145.42 |
| 2021-06-30 | $7.8M | 53k | 147.64 |
| 2021-03-31 | $7.4M | 53k | 141.24 |
| 2020-12-31 | $6.6M | 51k | 128.01 |
| 2020-09-30 | $5.9M | 52k | 112.44 |
| 2020-06-30 | $5.6M | 52k | 108.22 |
| 2020-03-31 | $5.1M | 53k | 96.24 |
| 2019-12-31 | $8.1M | 62k | 130.08 |
| 2019-09-30 | $7.4M | 62k | 119.14 |
| 2019-06-30 | $1.8M | 16k | 116.55 |
| 2019-03-31 | $2.0M | 17k | 112.74 |
| 2018-12-31 | $1.8M | 18k | 101.15 |
More positions owned by Gladstone Institutional Advisory
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