iShares S&P 500 Value Index shares owned by Guidant Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Guidant Wealth Advisors
from 13F filings
Historical chart of Guidant Wealth 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 Guidant Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Guidant Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-09-30 | $1.7M | 14k | 119.14 |
| 2019-06-30 | $1.7M | 14k | 116.60 |
| 2019-03-31 | $1.6M | 15k | 112.75 |
| 2018-12-31 | $1.6M | 15k | 101.12 |
| 2018-09-30 | $7.6M | 48k | 157.63 |
| 2018-06-30 | $7.2M | 49k | 146.36 |
| 2018-03-31 | $7.0M | 51k | 136.88 |
| 2017-12-31 | $7.4M | 51k | 144.40 |
| 2017-09-30 | $1.8M | 17k | 108.71 |
| 2017-06-30 | $1.8M | 17k | 104.84 |
| 2017-03-31 | $2.2M | 22k | 103.42 |
| 2016-12-31 | $3.0M | 29k | 102.33 |
| 2016-09-30 | $4.5M | 48k | 94.15 |