iShares S&P 500 Value Index shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial 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 LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $916k | 8.1k | 112.41 |
| 2020-06-30 | $882k | 8.1k | 108.23 |
| 2020-03-31 | $800k | 8.3k | 96.27 |
| 2019-12-31 | $1.1M | 8.2k | 130.08 |
| 2019-09-30 | $996k | 8.4k | 119.10 |
| 2019-06-30 | $1.1M | 9.7k | 116.58 |
| 2019-03-31 | $1.1M | 9.7k | 112.77 |
| 2018-12-31 | $1.1M | 9.8k | 115.83 |
| 2018-09-30 | $1.1M | 9.8k | 115.84 |
| 2018-06-30 | $1.1M | 9.8k | 110.10 |
| 2018-03-31 | $1.0M | 9.5k | 109.31 |
| 2017-12-31 | $1.0M | 9.6k | 107.91 |
| 2017-09-30 | $1.0M | 9.6k | 107.91 |
| 2017-06-30 | $1.2M | 11k | 104.99 |
| 2017-03-31 | $4.0M | 38k | 104.03 |
| 2016-12-31 | $1.0M | 10k | 101.37 |
| 2016-09-30 | $942k | 9.9k | 94.98 |
| 2016-06-30 | $890k | 9.6k | 92.91 |
| 2016-03-31 | $853k | 9.5k | 89.96 |
| 2015-12-31 | $814k | 9.2k | 88.52 |
| 2015-09-30 | $765k | 9.1k | 84.08 |
| 2015-06-30 | $967k | 11k | 92.22 |
| 2015-03-31 | $972k | 11k | 92.52 |
| 2014-12-31 | $1.0M | 11k | 93.73 |
| 2014-09-30 | $1.1M | 12k | 90.08 |
| 2014-06-30 | $1.1M | 12k | 90.24 |
| 2014-03-31 | $1.1M | 12k | 86.86 |
| 2013-12-31 | $1.1M | 12k | 85.46 |
| 2013-09-30 | $960k | 12k | 78.34 |
| 2013-06-30 | $727k | 9.6k | 75.82 |