iShares S&P 500 Value Index shares owned by IPG Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by IPG Investment Advisors
from 13F filings
Historical chart of IPG Investment Advisors 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 IPG Investment Advisors 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 IPG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $805k | 3.9k | 206.51 |
| 2025-06-30 | $722k | 3.7k | 195.42 |
| 2025-03-31 | $635k | 3.3k | 190.58 |
| 2024-12-31 | $585k | 3.1k | 190.88 |
| 2024-09-30 | $610k | 3.1k | 197.17 |
| 2024-06-30 | $541k | 3.0k | 182.01 |
| 2024-03-31 | $945k | 5.1k | 186.81 |
| 2023-12-31 | $753k | 4.3k | 173.89 |
| 2023-09-30 | $666k | 4.3k | 153.84 |
| 2023-06-30 | $686k | 4.3k | 161.19 |
| 2023-03-31 | $517k | 3.4k | 151.76 |
| 2022-12-31 | $490k | 3.4k | 145.07 |