iShares S&P 500 Value Index shares owned by Level Four Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Level Four Advisory Services
from 13F filings
Historical chart of Level Four Advisory Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Level Four Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.7M | 21k | 173.89 |
| 2023-09-30 | $3.3M | 22k | 153.84 |
| 2023-06-30 | $4.6M | 28k | 161.19 |
| 2023-03-31 | $4.3M | 28k | 151.76 |
| 2022-12-31 | $4.1M | 28k | 145.07 |
| 2022-09-30 | $3.6M | 28k | 128.52 |
| 2022-06-30 | $3.9M | 28k | 137.45 |
| 2022-03-31 | $4.4M | 28k | 155.73 |
| 2021-12-31 | $4.4M | 28k | 156.64 |
| 2021-09-30 | $4.0M | 28k | 145.41 |
| 2021-06-30 | $3.7M | 25k | 147.63 |
| 2021-03-31 | $3.4M | 24k | 141.22 |
| 2020-12-31 | $3.9M | 30k | 128.02 |
| 2020-09-30 | $3.2M | 28k | 112.45 |
| 2020-06-30 | $3.1M | 29k | 108.23 |
| 2020-03-31 | $2.7M | 28k | 96.16 |
| 2019-12-31 | $3.6M | 28k | 130.05 |
| 2019-09-30 | $3.3M | 28k | 119.15 |
| 2019-06-30 | $3.3M | 29k | 116.57 |
| 2019-03-31 | $3.3M | 29k | 112.75 |
| 2018-12-31 | $3.6M | 36k | 101.14 |
| 2018-09-30 | $4.1M | 35k | 115.84 |
| 2018-06-30 | $3.9M | 35k | 110.13 |
| 2018-03-31 | $3.8M | 35k | 109.34 |
| 2017-12-31 | $5.3M | 46k | 114.24 |
| 2017-09-30 | $5.3M | 49k | 108.77 |
| 2017-06-30 | $5.4M | 52k | 103.46 |
| 2017-03-31 | $5.4M | 52k | 103.46 |
| 2016-12-31 | $4.8M | 48k | 101.38 |
More positions owned by Level Four Advisory Services
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