iShares S&P 500 Value Index shares owned by Morgan Stanley
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.3B | 12M | 182.01 |
| 2024-03-31 | $2.3B | 12M | 186.81 |
| 2023-12-31 | $2.0B | 11M | 173.89 |
| 2023-09-30 | $1.7B | 11M | 153.84 |
| 2023-06-30 | $1.8B | 11M | 161.19 |
| 2022-12-31 | $1.7B | 12M | 145.07 |
| 2022-06-30 | $1.6B | 12M | 137.47 |
| 2022-03-31 | $1.8B | 12M | 155.73 |
| 2021-06-30 | $1.6B | 11M | 147.63 |
| 2020-12-31 | $1.4B | 11M | 128.02 |
| 2020-09-30 | $1.2B | 10M | 112.36 |
| 2020-06-30 | $1.1B | 10M | 108.11 |
| 2020-03-31 | $1.1B | 11M | 96.34 |
| 2019-12-31 | $1.4B | 11M | 131.02 |
| 2019-09-30 | $1.2B | 10M | 119.46 |
| 2019-03-31 | $1.2B | 11M | 113.68 |
| 2018-12-31 | $1.1B | 11M | 100.19 |
| 2018-09-30 | $1.2B | 11M | 115.50 |
| 2018-06-30 | $1.0B | 9.6M | 109.65 |
| 2018-03-31 | $1.0B | 9.5M | 109.65 |
| 2017-12-31 | $1.1B | 9.9M | 114.04 |
| 2017-03-31 | $1.1B | 11M | 104.03 |
| 2016-12-31 | $1.1B | 11M | 101.32 |
| 2016-09-30 | $935M | 9.8M | 94.95 |
| 2016-06-30 | $882M | 9.5M | 92.90 |
| 2016-03-31 | $1.0B | 8.9M | 117.65 |
| 2015-12-31 | $817M | 8.6M | 95.24 |
| 2015-09-30 | $695M | 8.3M | 84.03 |
| 2015-06-30 | $734M | 8.0M | 92.21 |
| 2014-12-31 | $685M | 7.3M | 93.76 |
| 2014-09-30 | $648M | 7.2M | 90.03 |
| 2014-06-30 | $669M | 7.2M | 92.72 |
| 2014-03-31 | $627M | 7.2M | 86.92 |
| 2013-12-31 | $611M | 7.2M | 85.44 |
| 2013-09-30 | $549M | 7.0M | 78.18 |