iShares S&P 500 Value Index shares owned by Pinnacle Financial Group, LLC / IL
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Pinnacle Financial Group, LLC / IL
from 13F filings
Historical chart of Pinnacle Financial Group, LLC / IL investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Pinnacle Financial Group, LLC / IL
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $673k | 3.3k | 206.54 |
| 2025-06-30 | $637k | 3.3k | 195.43 |
| 2025-03-31 | $621k | 3.3k | 190.57 |
| 2024-12-31 | $622k | 3.3k | 190.86 |
| 2024-09-30 | $643k | 3.3k | 197.19 |
| 2024-06-30 | $593k | 3.3k | 182.01 |
| 2024-03-31 | $609k | 3.3k | 186.81 |
| 2023-09-30 | $492k | 3.2k | 153.84 |
| 2023-06-30 | $525k | 3.3k | 161.19 |
| 2023-03-31 | $494k | 3.3k | 151.76 |
| 2022-12-31 | $489k | 3.4k | 145.07 |
| 2022-09-30 | $425k | 3.3k | 128.40 |
| 2022-06-30 | $455k | 3.3k | 137.50 |
| 2022-03-31 | $515k | 3.3k | 155.64 |
| 2021-12-31 | $581k | 3.7k | 156.69 |
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