Ingalls & Snyder »

iShares S&P 500 Value Index shares owned by Ingalls & Snyder

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

Historical chart of Ingalls & Snyder 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 Ingalls & Snyder consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Ingalls & Snyder

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 979 212.46
2025-09-30 $237k 1.1k 206.27
2025-06-30 $225k 1.1k 195.82
2025-03-31 $219k 1.1k 190.60
2024-12-31 $219k 1.1k 190.60

More positions owned by Ingalls & Snyder

Corcept Therapeutics Call Call Option (CORT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pan American Silver Corp Can (PAAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Williams Companies (WMB)
Canadian Nat Res Call Call Option (CNQ)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Omeros Corporation (OMER)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Expedia Group Com New (EXPE)

View all positions for Ingalls & Snyder

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index