iShares S&P 500 Value Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 2.0k | 206.51 |
| 2025-06-30 | $397k | 2.0k | 195.42 |
| 2025-03-31 | $387k | 2.0k | 190.58 |
| 2024-12-31 | $597k | 3.1k | 190.88 |
| 2024-09-30 | $617k | 3.1k | 197.17 |
| 2024-06-30 | $569k | 3.1k | 182.01 |
| 2024-03-31 | $584k | 3.1k | 186.81 |
| 2023-12-31 | $544k | 3.1k | 173.89 |
| 2023-09-30 | $481k | 3.1k | 153.84 |
| 2023-06-30 | $554k | 3.4k | 161.19 |
| 2023-03-31 | $346k | 2.3k | 151.76 |
| 2022-12-31 | $327k | 2.3k | 145.07 |
| 2022-09-30 | $294k | 2.3k | 128.44 |
| 2022-06-30 | $315k | 2.3k | 137.61 |
| 2022-03-31 | $372k | 2.4k | 155.71 |
| 2021-12-31 | $374k | 2.4k | 156.55 |
| 2021-09-30 | $347k | 2.4k | 145.25 |
| 2021-06-30 | $353k | 2.4k | 147.76 |
| 2021-03-31 | $332k | 2.4k | 141.22 |
| 2020-12-31 | $295k | 2.3k | 127.98 |
| 2020-09-30 | $259k | 2.3k | 112.36 |
| 2020-06-30 | $222k | 2.1k | 108.03 |
| 2019-12-31 | $251k | 1.9k | 130.05 |
| 2019-09-30 | $230k | 1.9k | 119.17 |
| 2019-06-30 | $225k | 1.9k | 116.58 |
| 2019-03-31 | $218k | 1.9k | 112.95 |
| 2018-09-30 | $279k | 2.4k | 116.01 |
| 2018-06-30 | $265k | 2.4k | 110.19 |
| 2018-03-31 | $263k | 2.4k | 109.36 |
| 2017-12-31 | $275k | 2.4k | 114.35 |