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iShares S&P 500 Value Index shares owned by Operose Advisors

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

Historical chart of Operose Advisors 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 Operose Advisors 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 13k 190.88
2024-09-30 $2.4M 12k 197.17
2024-06-30 $1.6M 8.6k 182.01
2024-03-31 $1.6M 8.6k 186.81

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab International Equity ETF Etf (SCHF)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
iShares International Select Dividend ETF Etf (IDV)
Microsoft Corp Common (MSFT)
Vanguard S&P 500 ETF Etf (VOO)
Apple Common (AAPL)
Vanguard Russell 1000 Growth ETF Etf (VONG)
iShares Russell 2000 ETF Etf (IWM)
iShares Select Dividend ETF Etf (DVY)
Broadcom Common (AVGO)

View all positions for Operose Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Portfolio Solutions
CWM

View all funds holding iShares S&P 500 Value Index