iShares S&P 500 Value Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 5.1k | 197.19 |
| 2024-03-31 | $932k | 5.0k | 186.09 |
| 2023-12-31 | $869k | 5.0k | 173.92 |
| 2023-09-30 | $766k | 5.0k | 153.84 |
| 2023-06-30 | $803k | 5.0k | 161.28 |
| 2023-03-31 | $755k | 5.0k | 151.78 |
| 2022-12-31 | $721k | 5.0k | 145.11 |
| 2022-09-30 | $636k | 5.0k | 128.38 |
| 2022-06-30 | $773k | 5.0k | 155.88 |
| 2022-03-31 | $773k | 5.0k | 155.85 |
| 2021-12-31 | $828k | 5.3k | 156.70 |
| 2021-09-30 | $767k | 5.3k | 145.43 |
| 2021-06-30 | $776k | 5.3k | 147.30 |
| 2021-03-31 | $540k | 3.8k | 141.07 |
| 2020-12-31 | $489k | 3.8k | 127.91 |
| 2020-09-30 | $429k | 3.8k | 112.45 |
| 2020-06-30 | $681k | 6.3k | 108.49 |
| 2020-03-31 | $602k | 6.2k | 96.66 |
| 2019-12-31 | $753k | 5.8k | 130.28 |
| 2019-09-30 | $700k | 5.9k | 119.39 |
| 2019-06-30 | $683k | 5.8k | 116.77 |
| 2019-03-31 | $655k | 5.8k | 112.54 |
| 2018-12-31 | $585k | 5.8k | 101.02 |
| 2018-09-30 | $663k | 5.7k | 115.87 |
| 2018-06-30 | $626k | 5.7k | 110.04 |
| 2018-03-31 | $622k | 5.7k | 109.33 |
| 2017-12-31 | $607k | 5.3k | 114.18 |
| 2017-09-30 | $663k | 6.1k | 108.14 |
| 2017-06-30 | $659k | 6.3k | 104.49 |
| 2017-03-31 | $656k | 6.3k | 104.01 |
| 2016-12-31 | $636k | 6.3k | 101.26 |
| 2016-09-30 | $541k | 5.7k | 94.75 |
| 2016-06-30 | $530k | 5.7k | 92.98 |
| 2016-03-31 | $511k | 5.7k | 90.09 |
| 2015-12-31 | $480k | 5.4k | 88.58 |
| 2015-09-30 | $471k | 5.6k | 84.00 |
| 2015-06-30 | $515k | 5.6k | 92.13 |
| 2015-03-31 | $513k | 5.6k | 92.20 |
| 2014-12-31 | $519k | 5.5k | 93.75 |
| 2014-09-30 | $497k | 5.5k | 90.20 |
| 2014-06-30 | $495k | 5.5k | 90.25 |
| 2014-03-31 | $526k | 6.0k | 87.22 |
| 2013-12-31 | $339k | 4.0k | 85.61 |
More positions owned by New England Private Wealth Advisors
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