iShares S&P 500 Value Index shares owned by Pathstone Family Office
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office 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 Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $19M | 124k | 153.84 |
| 2023-06-30 | $232k | 1.4k | 161.23 |
| 2023-03-31 | $211k | 1.4k | 151.76 |
| 2022-06-30 | $313k | 2.3k | 137.46 |
| 2020-12-31 | $12k | 93 | 129.03 |
| 2020-09-30 | $10k | 93 | 107.53 |
| 2020-06-30 | $10k | 93 | 107.53 |
| 2019-03-31 | $76k | 677 | 112.26 |