iShares S&P 500 Value Index shares owned by L & S Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by L & S Advisors
from 13F filings
Historical chart of L & S 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 L & S Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by L & S Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $287k | 1.5k | 197.17 |
2024-06-30 | $272k | 1.5k | 182.03 |
2024-03-31 | $280k | 1.5k | 186.81 |
2023-09-30 | $229k | 1.5k | 153.84 |
2023-06-30 | $526k | 3.3k | 161.19 |
2023-03-31 | $495k | 3.3k | 151.76 |
2022-12-31 | $519k | 3.6k | 145.07 |
2022-09-30 | $456k | 3.5k | 128.52 |
2022-06-30 | $453k | 3.3k | 137.56 |
2022-03-31 | $513k | 3.3k | 155.79 |
2021-12-31 | $956k | 6.1k | 156.59 |
2021-09-30 | $629k | 4.3k | 145.33 |
2021-06-30 | $239k | 1.6k | 147.71 |
2021-03-31 | $407k | 2.9k | 141.12 |
2019-12-31 | $213k | 1.6k | 130.35 |
2018-09-30 | $381k | 3.3k | 115.84 |
2018-06-30 | $380k | 3.5k | 110.11 |
2018-03-31 | $379k | 3.5k | 109.28 |
2017-12-31 | $394k | 3.5k | 114.20 |
2017-09-30 | $359k | 3.3k | 107.81 |