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iShares S&P 500 Value Index shares owned by LaSalle St. Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LaSalle St. Investment Advisors from 13F filings

Historical chart of LaSalle St. 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 LaSalle St. 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 LaSalle St. Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 7.5k 206.48
2025-06-30 $983k 5.0k 195.23
2025-03-31 $1.4M 7.2k 190.45
2024-12-31 $587k 3.1k 190.89
2024-09-30 $242k 1.2k 196.91
2024-06-30 $223k 1.2k 182.34
2024-03-31 $273k 1.5k 176.24
2023-09-30 $253k 1.6k 153.80
2023-06-30 $1.1M 6.9k 161.07
2023-03-31 $476k 3.1k 151.64
2022-12-31 $1.1M 7.4k 145.03