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iShares S&P 500 Value Index shares owned by Pinkerton Retirement Specialists

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

Historical chart of Pinkerton Retirement Specialists 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 Pinkerton Retirement Specialists 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 Pinkerton Retirement Specialists

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 157k 173.89
2023-09-30 $7.8M 51k 153.84
2023-06-30 $15M 90k 161.19
2023-03-31 $6.1M 40k 151.76
2022-12-31 $24M 165k 145.07
2022-06-30 $21M 153k 137.46
2022-03-31 $22M 144k 155.72

More positions owned by Pinkerton Retirement Specialists

Spdr S&p 500 Etf Trust Tr Unit (SPY)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Schwab International Equity Etf Intl Eqty Etf (SCHF)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)
Cion Invt Corp (CION)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)
Ishares Iboxx $ High Yield Corporate Bond Etf Iboxx Hi Yd Etf (HYG)
Spdr Gold Shares Gold Shs (GLD)
Apple (AAPL)
Abrdn Physical Gold Shares Etf Physcl Gold Shs (SGOL)

View all positions for Pinkerton Retirement Specialists

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index