iShares S&P 500 Value Index shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 51k | 197.17 |
| 2024-06-30 | $9.2M | 51k | 182.01 |
| 2024-03-31 | $10M | 55k | 186.81 |
| 2023-12-31 | $9.5M | 55k | 173.89 |
| 2023-09-30 | $8.2M | 55k | 150.76 |
| 2023-06-30 | $8.9M | 56k | 161.19 |
| 2023-03-31 | $8.5M | 56k | 151.76 |
| 2022-12-31 | $8.4M | 58k | 145.07 |
| 2022-09-30 | $7.2M | 56k | 128.52 |
| 2022-06-30 | $7.7M | 56k | 137.45 |
| 2022-03-31 | $7.3M | 47k | 155.71 |
| 2021-12-31 | $7.2M | 46k | 156.64 |
| 2021-09-30 | $6.6M | 648k | 10.25 |
| 2021-06-30 | $6.6M | 45k | 147.63 |
| 2021-03-31 | $6.5M | 46k | 141.24 |
| 2020-12-31 | $5.3M | 42k | 128.02 |
| 2020-09-30 | $4.7M | 42k | 112.44 |
| 2020-06-30 | $4.5M | 41k | 108.22 |
| 2020-03-31 | $4.0M | 41k | 96.25 |
| 2019-12-31 | $5.5M | 43k | 130.10 |
| 2019-09-30 | $5.1M | 42k | 119.15 |
| 2019-06-30 | $5.0M | 43k | 116.57 |
| 2019-03-31 | $5.0M | 44k | 112.75 |
| 2018-12-31 | $4.4M | 43k | 101.13 |
| 2018-09-30 | $4.9M | 42k | 115.84 |
| 2018-06-30 | $4.7M | 42k | 110.14 |
| 2018-03-31 | $4.6M | 42k | 109.33 |
| 2017-12-31 | $5.9M | 51k | 114.24 |
| 2017-09-30 | $5.5M | 51k | 107.90 |
| 2017-06-30 | $5.8M | 55k | 104.95 |
| 2017-03-31 | $5.7M | 55k | 104.05 |
| 2016-12-31 | $5.6M | 56k | 101.37 |
| 2016-09-30 | $5.3M | 56k | 94.96 |
| 2016-06-30 | $6.2M | 66k | 92.90 |
| 2016-03-31 | $5.9M | 66k | 89.94 |
| 2015-12-31 | $5.8M | 65k | 88.53 |
| 2015-09-30 | $5.6M | 66k | 84.03 |
| 2015-06-30 | $6.0M | 65k | 92.22 |
| 2015-03-31 | $6.1M | 66k | 92.56 |
| 2014-12-31 | $6.2M | 66k | 93.77 |
| 2014-09-30 | $5.9M | 66k | 90.07 |
| 2014-06-30 | $5.8M | 65k | 90.29 |
| 2014-03-31 | $6.3M | 72k | 86.91 |
| 2013-12-31 | $6.1M | 72k | 85.46 |
| 2013-09-30 | $5.6M | 71k | 78.33 |
| 2013-06-30 | $5.5M | 73k | 75.77 |
| 2013-03-31 | $5.4M | 73k | 73.79 |
| 2012-12-31 | $4.8M | 72k | 66.39 |