Insigneo Advisory Services »

iShares S&P 500 Value Index shares owned by Insigneo Advisory Services

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

Historical chart of Insigneo Advisory Services 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 Insigneo Advisory Services 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 Insigneo Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $727k 3.5k 206.51
2025-06-30 $606k 3.1k 195.42
2025-03-31 $657k 3.4k 190.58
2024-12-31 $517k 2.7k 190.88

More positions owned by Insigneo Advisory Services

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Ishares Silver Tr Ishares (SLV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Insigneo Advisory Services

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index