iShares S&P 500 Value Index shares owned by Mayflower Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mayflower Financial Advisors
from 13F filings
Historical chart of Mayflower Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Mayflower Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 28k | 197.17 |
| 2024-06-30 | $4.9M | 27k | 182.01 |
| 2024-03-31 | $4.6M | 25k | 186.81 |
| 2023-12-31 | $964k | 5.5k | 173.89 |
| 2023-09-30 | $911k | 5.9k | 153.84 |
| 2023-06-30 | $1.1M | 6.9k | 161.20 |
| 2023-03-31 | $775k | 5.1k | 151.75 |
| 2022-12-31 | $748k | 5.2k | 145.06 |
| 2022-09-30 | $1.4M | 11k | 128.55 |
| 2022-06-30 | $538k | 3.9k | 137.53 |
| 2022-03-31 | $437k | 2.8k | 155.85 |
| 2021-12-31 | $362k | 2.3k | 156.71 |
| 2021-09-30 | $350k | 2.3k | 151.65 |
| 2021-06-30 | $340k | 2.3k | 147.51 |
| 2021-03-31 | $698k | 4.9k | 141.18 |
| 2020-12-31 | $629k | 4.9k | 128.03 |
More positions owned by Mayflower Financial Advisors
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