iShares S&P 500 Value Index shares owned by Kerntke Otto McGlone Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Kerntke Otto McGlone Wealth Management Group
from 13F filings
Historical chart of Kerntke Otto McGlone Wealth Management Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Kerntke Otto McGlone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $232k | 1.3k | 173.96 |
| 2023-09-30 | $204k | 1.3k | 153.91 |
| 2023-06-30 | $214k | 1.3k | 161.63 |
| 2023-03-31 | $221k | 1.5k | 151.79 |
| 2022-12-31 | $210k | 1.5k | 144.83 |
| 2022-09-30 | $202k | 1.6k | 128.42 |
| 2022-06-30 | $215k | 1.6k | 137.56 |
| 2021-12-31 | $247k | 1.6k | 156.83 |
| 2021-09-30 | $352k | 2.4k | 145.64 |
| 2021-06-30 | $1.1M | 7.4k | 147.57 |
| 2021-03-31 | $1.0M | 7.4k | 141.27 |
| 2020-12-31 | $928k | 7.3k | 127.98 |
| 2020-09-30 | $781k | 6.9k | 112.49 |
| 2020-06-30 | $750k | 6.9k | 108.21 |
| 2020-03-31 | $629k | 6.5k | 96.28 |
| 2019-12-31 | $866k | 6.7k | 130.11 |
More positions owned by Kerntke Otto McGlone Wealth Management Group
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