iShares S&P 500 Value Index shares owned by Interactive Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Interactive Financial Advisors
from 13F filings
Historical chart of Interactive Financial Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Interactive Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $393k | 2.0k | 197.26 |
2024-06-30 | $365k | 2.0k | 182.07 |
2024-03-31 | $375k | 2.0k | 186.86 |
2023-12-31 | $1.7M | 18k | 94.80 |
2023-09-30 | $304k | 2.0k | 153.87 |
2023-06-30 | $324k | 2.0k | 161.22 |
2023-03-31 | $381k | 2.5k | 151.78 |
2022-12-31 | $370k | 2.6k | 145.07 |
2022-09-30 | $335k | 2.6k | 128.60 |
2022-06-30 | $373k | 2.7k | 138.61 |
2022-03-31 | $338k | 2.2k | 155.40 |
2021-12-31 | $366k | 2.3k | 156.54 |
2021-09-30 | $341k | 2.2k | 152.57 |
2021-06-30 | $361k | 2.4k | 147.71 |
2021-03-31 | $403k | 2.9k | 141.30 |
2020-12-31 | $334k | 2.6k | 128.02 |
2020-09-30 | $308k | 2.7k | 112.57 |
2020-06-30 | $276k | 2.5k | 108.28 |
2020-03-31 | $244k | 2.5k | 96.33 |
2019-12-31 | $342k | 2.6k | 129.99 |
2019-09-30 | $459k | 3.9k | 119.16 |
2019-06-30 | $453k | 3.9k | 116.69 |
2019-03-31 | $453k | 4.0k | 112.86 |
2018-12-31 | $418k | 4.1k | 101.04 |
2018-09-30 | $497k | 4.3k | 115.90 |
2018-06-30 | $474k | 4.3k | 110.05 |
2018-03-31 | $489k | 4.5k | 109.42 |
2017-12-31 | $674k | 5.9k | 114.22 |
2017-09-30 | $665k | 6.2k | 107.99 |
2017-06-30 | $696k | 6.6k | 104.95 |
2017-03-31 | $704k | 6.8k | 104.10 |
2016-12-31 | $724k | 7.1k | 101.34 |
2016-09-30 | $695k | 7.3k | 94.97 |
2016-06-30 | $736k | 7.9k | 92.92 |
2016-03-31 | $781k | 8.7k | 89.94 |
2015-12-31 | $772k | 8.7k | 88.56 |
2015-09-30 | $818k | 9.7k | 84.01 |
2015-06-30 | $920k | 10k | 92.18 |
2015-03-31 | $987k | 11k | 92.59 |
2014-12-31 | $1.1M | 12k | 93.76 |
2014-09-30 | $1.2M | 14k | 90.09 |
2014-06-30 | $1.4M | 15k | 90.28 |
2014-03-31 | $1.4M | 16k | 86.89 |
2013-12-31 | $1.4M | 17k | 85.44 |
2013-09-30 | $1.4M | 18k | 78.34 |
2013-06-30 | $1.5M | 20k | 75.78 |
2013-03-31 | $1.6M | 22k | 73.82 |
2012-12-31 | $1.5M | 23k | 66.37 |
2012-09-30 | $1.7M | 26k | 65.79 |
2012-06-30 | $1.7M | 28k | 62.28 |
2012-03-31 | $1.9M | 30k | 64.94 |
2011-09-30 | $2.5B | 49k | 51580.00 |
2011-06-30 | $4.3B | 70k | 62000.00 |
2011-03-31 | $4.7B | 74k | 63310.00 |
More positions owned by Interactive Financial Advisors
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