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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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 |
|---|---|---|---|
| 2025-09-30 | $2.2M | 11k | 206.54 |
| 2025-06-30 | $2.1M | 11k | 195.42 |
| 2025-03-31 | $507k | 2.7k | 190.59 |
| 2024-12-31 | $507k | 2.7k | 190.66 |
| 2024-09-30 | $524k | 2.7k | 197.22 |
| 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 |