iShares S&P 500 Value Index shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $324k | 1.7k | 190.90 |
| 2024-09-30 | $311k | 1.6k | 197.19 |
| 2024-06-30 | $278k | 1.5k | 182.01 |
| 2024-03-31 | $373k | 2.0k | 186.81 |
| 2023-12-31 | $377k | 2.2k | 173.89 |
| 2023-09-30 | $334k | 2.2k | 153.84 |
| 2023-06-30 | $350k | 2.2k | 161.19 |
| 2023-03-31 | $329k | 2.2k | 151.76 |
| 2022-12-31 | $315k | 2.2k | 145.07 |
| 2022-09-30 | $305k | 2.4k | 128.48 |
| 2022-06-30 | $318k | 2.3k | 137.42 |
| 2022-03-31 | $360k | 2.3k | 155.57 |
| 2021-12-31 | $382k | 2.4k | 156.56 |
| 2021-09-30 | $412k | 2.8k | 145.58 |
| 2021-06-30 | $429k | 2.9k | 147.78 |
| 2021-03-31 | $297k | 2.1k | 141.23 |
| 2020-12-31 | $312k | 2.4k | 127.82 |
| 2020-09-30 | $285k | 2.5k | 112.60 |
| 2020-06-30 | $278k | 2.6k | 108.26 |
| 2020-03-31 | $1.6M | 16k | 96.22 |
| 2019-12-31 | $2.1M | 2.1k | 1000.00 |
| 2019-06-30 | $2.1M | 18k | 116.56 |
| 2019-03-31 | $2.1M | 18k | 112.85 |
More positions owned by Institute For Wealth Management
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