iShares S&P 500 Value Index shares owned by Onyx Bridge Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Onyx Bridge Wealth Group
from 13F filings
Historical chart of Onyx Bridge Wealth 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 Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $356k | 1.9k | 190.91 |
| 2024-09-30 | $363k | 1.8k | 197.14 |
| 2024-06-30 | $335k | 1.8k | 182.02 |
| 2024-03-31 | $336k | 1.9k | 180.12 |
| 2023-12-31 | $324k | 1.9k | 173.91 |
| 2023-09-30 | $288k | 1.9k | 153.86 |
| 2023-06-30 | $301k | 1.9k | 161.21 |
| 2023-03-31 | $287k | 1.9k | 151.72 |
| 2022-12-31 | $293k | 2.0k | 149.35 |
| 2022-09-30 | $255k | 2.0k | 129.84 |
| 2022-06-30 | $263k | 1.9k | 140.79 |
| 2022-03-31 | $289k | 1.9k | 150.36 |
| 2021-12-31 | $302k | 1.9k | 157.21 |
| 2021-09-30 | $284k | 1.9k | 150.42 |