iShares S&P 500 Value Index shares owned by Lindbrook Capital
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Lindbrook Capital
from 13F filings
Historical chart of Lindbrook Capital investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Lindbrook Capital 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 Lindbrook Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.4k | 197.17 |
| 2024-06-30 | $960k | 5.3k | 182.01 |
| 2024-03-31 | $1.1M | 6.0k | 186.81 |
| 2023-12-31 | $1.0M | 6.0k | 173.89 |
| 2023-09-30 | $926k | 6.0k | 153.84 |
| 2023-06-30 | $971k | 6.0k | 161.19 |
| 2023-03-31 | $914k | 6.0k | 151.76 |
| 2022-12-31 | $874k | 6.0k | 145.07 |
| 2022-09-30 | $780k | 6.1k | 128.50 |
| 2022-06-30 | $834k | 6.1k | 137.40 |
| 2022-03-31 | $945k | 6.1k | 155.68 |
| 2021-12-31 | $42k | 271 | 154.98 |
| 2021-06-30 | $116k | 787 | 147.40 |
| 2021-03-31 | $111k | 787 | 141.04 |
| 2020-12-31 | $101k | 787 | 128.34 |
| 2020-09-30 | $106k | 946 | 112.05 |
| 2020-06-30 | $102k | 946 | 107.82 |