iShares S&P 500 Value Index shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 15k | 206.51 |
| 2025-06-30 | $22M | 113k | 195.42 |
| 2025-03-31 | $20M | 107k | 190.58 |
| 2024-12-31 | $18M | 96k | 190.88 |
| 2024-09-30 | $18M | 92k | 197.17 |
| 2024-06-30 | $16M | 89k | 182.01 |
| 2024-03-31 | $16M | 83k | 186.81 |
| 2023-12-31 | $6.7M | 39k | 173.89 |
| 2023-09-30 | $5.4M | 35k | 153.84 |
| 2023-06-30 | $6.7M | 41k | 161.19 |
| 2023-03-31 | $6.2M | 41k | 151.76 |
| 2022-12-31 | $5.8M | 40k | 145.07 |
| 2022-09-30 | $5.0M | 39k | 128.52 |
| 2022-06-30 | $4.7M | 34k | 137.47 |
| 2022-03-31 | $2.6M | 17k | 155.74 |
| 2021-12-31 | $1.7M | 11k | 156.58 |
| 2021-09-30 | $1.3M | 9.0k | 145.42 |
| 2021-06-30 | $1.5M | 10k | 147.65 |
| 2019-06-30 | $19k | 163 | 116.56 |
| 2019-03-31 | $53k | 466 | 113.73 |
| 2018-12-31 | $2.0k | 15 | 133.33 |
| 2018-03-31 | $698k | 6.5k | 106.96 |
| 2017-12-31 | $775k | 6.6k | 117.21 |
| 2017-09-30 | $696k | 6.4k | 108.77 |
| 2017-06-30 | $586k | 5.6k | 104.91 |
| 2017-03-31 | $636k | 6.1k | 103.53 |
| 2016-12-31 | $527k | 5.2k | 101.80 |
More positions owned by Patriot Financial Group Insurance Agency
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