iShares S&P 500 Value Index shares owned by Okabena Investment Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Okabena Investment Services
from 13F filings
Historical chart of Okabena Investment Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Okabena Investment Services 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 Okabena Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $496k | 2.4k | 206.51 |
| 2025-06-30 | $469k | 2.4k | 195.42 |
| 2025-03-31 | $457k | 2.4k | 190.58 |
| 2024-12-31 | $458k | 2.4k | 190.88 |
| 2024-09-30 | $473k | 2.4k | 197.17 |
| 2024-06-30 | $437k | 2.4k | 182.01 |
| 2024-03-31 | $448k | 2.4k | 186.81 |
| 2023-12-31 | $417k | 2.4k | 173.89 |
| 2022-09-30 | $308k | 2.4k | 128.33 |
| 2022-06-30 | $330k | 2.4k | 137.50 |
| 2022-03-31 | $374k | 2.4k | 155.83 |
| 2021-12-31 | $376k | 2.4k | 156.67 |
More positions owned by Okabena Investment Services
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