iShares S&P 500 Value Index shares owned by Peachtree Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Peachtree Investment Partners
from 13F filings
Historical chart of Peachtree Investment Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Peachtree Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Peachtree Investment Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $11k | 57 | 198.61 |
2024-06-30 | $10k | 57 | 182.28 |
2024-03-31 | $11k | 57 | 186.21 |
2023-12-31 | $9.8k | 57 | 172.56 |
2023-09-30 | $8.6k | 56 | 153.82 |
2023-06-30 | $9.0k | 56 | 161.18 |
2023-03-31 | $8.5k | 56 | 151.23 |
2022-12-31 | $8.1k | 56 | 144.57 |
2022-09-30 | $9.0k | 71 | 126.76 |
2022-06-30 | $10k | 71 | 140.85 |
2022-03-31 | $11k | 71 | 154.93 |
2021-12-31 | $11k | 71 | 154.93 |
2021-09-30 | $10k | 71 | 140.85 |
2021-06-30 | $10k | 71 | 140.85 |
2021-03-31 | $10k | 71 | 140.85 |
2020-12-31 | $9.0k | 71 | 126.76 |
2020-09-30 | $8.0k | 71 | 112.68 |
2020-06-30 | $8.0k | 71 | 112.68 |
2020-03-31 | $3.0k | 35 | 85.71 |
2019-12-31 | $14k | 106 | 132.08 |
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