iShares S&P 500 Value Index shares owned by O'Connor Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by O'Connor Financial Group
from 13F filings
Historical chart of O'Connor Financial Group 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 O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by O'Connor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 20k | 206.51 |
| 2025-06-30 | $4.0M | 20k | 198.67 |
| 2025-03-31 | $4.0M | 21k | 190.59 |
| 2024-12-31 | $4.7M | 25k | 190.87 |
| 2024-09-30 | $5.1M | 26k | 197.16 |
| 2024-06-30 | $4.9M | 27k | 182.01 |
| 2024-03-31 | $5.1M | 28k | 186.81 |
| 2023-12-31 | $5.6M | 32k | 173.89 |
| 2023-09-30 | $5.3M | 35k | 153.84 |
| 2023-06-30 | $5.6M | 35k | 161.19 |
| 2023-03-31 | $5.1M | 34k | 151.76 |