iShares S&P 500 Value Index shares owned by Insight Advisors, LLC/ PA
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Insight Advisors, LLC/ PA
from 13F filings
Historical chart of Insight Advisors, LLC/ PA investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Insight Advisors, LLC/ PA 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 Insight Advisors, LLC/ PA
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $488k | 2.7k | 182.04 |
2024-03-31 | $556k | 3.0k | 186.84 |
2023-12-31 | $518k | 3.0k | 173.92 |
2023-09-30 | $462k | 3.0k | 153.82 |
2023-06-30 | $541k | 3.4k | 161.17 |
2023-03-31 | $525k | 3.5k | 151.75 |
2022-12-31 | $504k | 3.5k | 145.72 |
2022-09-30 | $457k | 3.6k | 128.41 |
2022-06-30 | $541k | 3.7k | 144.61 |
2022-03-31 | $585k | 3.8k | 155.75 |
2021-12-31 | $588k | 3.8k | 156.55 |
2021-09-30 | $576k | 3.8k | 153.35 |
2021-06-30 | $617k | 4.2k | 148.39 |
2021-03-31 | $654k | 4.5k | 146.31 |
2020-12-31 | $544k | 4.2k | 128.03 |