iShares S&P 500 Value Index shares owned by NBT Bank
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by NBT Bank
from 13F filings
Historical chart of NBT Bank 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 NBT Bank 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 NBT Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $786k | 3.7k | 211.15 |
| 2025-12-31 | $274k | 3.9k | 71.02 |
| 2025-09-30 | $273k | 3.9k | 70.83 |
| 2025-06-30 | $903k | 4.6k | 195.42 |
| 2025-03-31 | $968k | 5.1k | 190.59 |
| 2024-12-31 | $970k | 5.1k | 190.87 |
| 2024-09-30 | $1.0M | 5.2k | 197.17 |
| 2024-06-30 | $913k | 5.0k | 182.02 |
| 2024-03-31 | $765k | 4.1k | 186.81 |
| 2023-12-31 | $697k | 4.0k | 173.89 |
| 2023-09-30 | $570k | 3.7k | 153.84 |
| 2023-06-30 | $597k | 3.7k | 161.19 |
| 2023-03-31 | $562k | 3.7k | 151.76 |
| 2022-12-31 | $499k | 3.4k | 145.07 |
| 2011-09-30 | $204k | 4.0k | 51.52 |
| 2011-06-30 | $246k | 4.0k | 62.12 |
| 2011-03-31 | $101k | 1.6k | 63.32 |