Multi-Financial Securities »

iShares S&P 500 Value Index shares owned by Multi-Financial Securities

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Multi-Financial Securities from 13F filings

Historical chart of Multi-Financial Securities 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 Multi-Financial Securities 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 Multi-Financial Securities

Quarter filed Position value Share count Share price at filing
2023-09-30 $36M 237k 153.84
2023-06-30 $56M 345k 161.19
2023-03-31 $52M 341k 151.76
2022-12-31 $50M 344k 145.07
2022-09-30 $47M 362k 128.52
2022-06-30 $48M 349k 137.46
2022-03-31 $21M 134k 155.72
2021-12-31 $29M 187k 156.63
2021-09-30 $20M 138k 145.42
2021-06-30 $15M 104k 147.64
2021-03-31 $14M 98k 141.24
2020-12-31 $5.2M 41k 128.02
2020-09-30 $4.7M 42k 112.46
2020-06-30 $4.1M 38k 108.20
2020-03-31 $2.9M 30k 96.25
2019-12-31 $3.9M 30k 130.36
2019-09-30 $3.4M 29k 119.24
2019-06-30 $3.6M 31k 116.41
2019-03-31 $3.6M 32k 112.89
2018-12-31 $4.6M 45k 101.64
2018-09-30 $5.7M 49k 116.01
2018-06-30 $5.1M 46k 110.28
2018-03-31 $5.1M 47k 109.38
2017-12-31 $4.2M 37k 114.22
2017-09-30 $3.5M 32k 108.05
2017-06-30 $3.1M 30k 104.94
2017-03-31 $2.1M 20k 104.18
2016-12-31 $1.1M 11k 101.22
2016-09-30 $999k 11k 94.84
2016-06-30 $1.2M 13k 92.88
2016-03-31 $1.2M 13k 89.95
2015-12-31 $1.8M 19k 93.78
2015-09-30 $1.1M 13k 83.93
2015-06-30 $1.2M 13k 92.07
2015-03-31 $1.3M 14k 92.69
2014-12-31 $1.8M 19k 93.73
2014-09-30 $1.3M 15k 90.20
2014-06-30 $1.3M 15k 90.12
2014-03-31 $483k 5.6k 86.40
2013-12-31 $495k 5.8k 85.21
2013-09-30 $388k 4.9k 78.72
2013-06-30 $346k 4.6k 74.96
2013-03-31 $248k 3.4k 73.11
2012-12-31 $229k 3.4k 67.51
2012-09-30 $209k 3.1k 67.09
2012-06-30 $259k 4.2k 62.02
2012-03-31 $226k 3.5k 64.89
2011-12-31 $385k 6.7k 57.74

More positions owned by Multi-Financial Securities

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Total Usd (IUSB)

View all positions for Multi-Financial Securities

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index