iShares S&P 500 Value Index shares owned by Parallel Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Parallel Advisors
from 13F filings
Historical chart of Parallel Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Parallel 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 Parallel Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 57k | 206.51 |
| 2025-06-30 | $11M | 57k | 195.42 |
| 2025-03-31 | $11M | 55k | 190.47 |
| 2024-12-31 | $10M | 55k | 190.88 |
| 2024-09-30 | $11M | 55k | 197.17 |
| 2024-06-30 | $10M | 55k | 182.01 |
| 2024-03-31 | $9.2M | 49k | 186.81 |
| 2023-12-31 | $8.3M | 48k | 173.89 |
| 2023-09-30 | $7.5M | 49k | 153.84 |
| 2023-06-30 | $6.9M | 43k | 161.19 |
| 2023-03-31 | $6.5M | 43k | 151.76 |
| 2022-12-31 | $6.6M | 45k | 145.07 |
| 2022-09-30 | $4.9M | 38k | 128.53 |
| 2022-06-30 | $5.0M | 37k | 137.45 |
| 2022-03-31 | $5.3M | 34k | 157.86 |
| 2021-12-31 | $5.1M | 33k | 156.64 |
| 2021-09-30 | $4.5M | 31k | 147.65 |
| 2021-06-30 | $4.5M | 31k | 147.65 |
| 2021-03-31 | $4.3M | 31k | 141.25 |
| 2020-12-31 | $3.9M | 31k | 128.02 |
| 2020-09-30 | $3.5M | 31k | 112.46 |
| 2020-06-30 | $3.3M | 31k | 108.21 |
| 2020-03-31 | $3.0M | 31k | 96.23 |
| 2019-12-31 | $4.3M | 33k | 130.09 |
| 2019-09-30 | $2.1M | 17k | 119.11 |
| 2019-06-30 | $597k | 5.1k | 116.53 |
| 2019-03-31 | $432k | 3.8k | 112.71 |
| 2018-12-31 | $146k | 1.5k | 100.62 |
| 2018-09-30 | $160k | 1.4k | 115.52 |
| 2018-06-30 | $148k | 1.4k | 109.63 |
| 2018-03-31 | $148k | 1.4k | 109.63 |
| 2017-12-31 | $66k | 578 | 114.19 |
| 2017-09-30 | $39k | 358 | 108.94 |
| 2017-06-30 | $38k | 358 | 106.15 |
| 2017-03-31 | $28k | 265 | 105.66 |
| 2016-12-31 | $27k | 265 | 101.89 |