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iShares S&P 500 Value Index shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $23M 146k 153.84
2023-06-30 $17M 108k 161.19
2023-03-31 $16M 104k 151.76
2022-12-31 $15M 104k 145.07
2022-09-30 $14M 106k 128.52
2022-06-30 $13M 96k 137.46
2022-03-31 $15M 97k 155.72
2021-12-31 $16M 101k 156.63
2021-09-30 $15M 103k 145.42
2021-06-30 $16M 107k 147.51
2021-03-31 $15M 108k 141.25
2020-12-31 $15M 117k 127.87
2020-09-30 $11M 94k 112.45
2020-06-30 $10M 96k 108.22
2020-03-31 $446k 132k 3.39
2019-12-31 $16M 126k 130.09
2019-09-30 $15M 127k 119.14
2019-06-30 $15M 132k 116.57
2019-03-31 $15M 133k 112.74
2018-12-31 $15M 147k 101.14
2018-09-30 $16M 134k 115.84
2018-06-30 $15M 133k 110.13
2018-03-31 $14M 130k 109.35
2017-12-31 $15M 129k 114.24
2017-09-30 $14M 128k 107.91
2017-06-30 $13M 126k 104.96
2017-03-31 $13M 121k 104.05
2016-12-31 $12M 121k 101.39
2016-09-30 $11M 116k 94.96
2016-06-30 $10M 110k 92.90
2016-03-31 $9.5M 105k 89.94
2015-12-31 $8.5M 96k 88.54
2015-09-30 $8.0M 95k 84.03
2015-06-30 $8.7M 94k 92.22
2015-03-31 $8.3M 90k 92.57
2014-12-31 $8.1M 87k 93.78
2014-09-30 $7.8M 87k 90.07
2014-06-30 $7.6M 84k 90.28
2014-03-31 $7.1M 82k 86.91
2013-12-31 $6.8M 80k 85.47

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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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