iShares S&P 500 Value Index shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $701k | 3.3k | 212.07 |
| 2025-09-30 | $682k | 3.3k | 206.51 |
| 2025-06-30 | $689k | 3.5k | 195.42 |
| 2025-03-31 | $835k | 4.4k | 190.58 |
| 2024-12-31 | $830k | 4.3k | 190.88 |
| 2024-09-30 | $859k | 4.4k | 197.17 |
| 2024-06-30 | $793k | 4.4k | 182.01 |
| 2024-03-31 | $934k | 5.0k | 186.81 |
| 2023-12-31 | $803k | 4.6k | 173.89 |
| 2023-09-30 | $710k | 4.6k | 153.84 |
| 2023-06-30 | $744k | 4.6k | 161.19 |
| 2023-03-31 | $701k | 4.6k | 151.76 |
| 2022-12-31 | $284k | 2.0k | 145.07 |
| 2022-09-30 | $507k | 3.9k | 128.52 |
| 2022-06-30 | $69k | 501 | 137.72 |
| 2022-03-31 | $78k | 501 | 155.69 |
| 2021-12-31 | $200k | 1.3k | 156.37 |
| 2021-09-30 | $186k | 1.3k | 145.43 |
| 2021-06-30 | $189k | 1.3k | 147.77 |
| 2021-03-31 | $181k | 1.3k | 141.52 |
| 2020-12-31 | $340k | 2.7k | 128.06 |
| 2020-09-30 | $232k | 2.1k | 112.35 |
| 2020-06-30 | $67k | 623 | 107.54 |
| 2020-03-31 | $60k | 623 | 96.31 |
| 2019-12-31 | $65k | 496 | 131.05 |
| 2019-09-30 | $59k | 496 | 118.95 |
| 2019-06-30 | $58k | 496 | 116.94 |
| 2019-03-31 | $56k | 496 | 112.90 |
| 2018-12-31 | $50k | 496 | 100.81 |
| 2018-09-30 | $57k | 496 | 114.92 |
| 2018-06-30 | $55k | 496 | 110.89 |
| 2018-03-31 | $54k | 496 | 108.87 |
| 2017-12-31 | $57k | 496 | 114.92 |
| 2017-09-30 | $54k | 496 | 108.87 |
| 2017-06-30 | $52k | 496 | 104.84 |
| 2017-03-31 | $52k | 496 | 104.84 |
| 2016-12-31 | $50k | 496 | 100.81 |
| 2016-09-30 | $47k | 496 | 94.76 |
| 2016-06-30 | $46k | 496 | 92.74 |
| 2016-03-31 | $45k | 496 | 90.73 |
| 2015-12-31 | $44k | 496 | 88.71 |
| 2015-09-30 | $42k | 496 | 84.68 |
| 2015-06-30 | $47k | 511 | 91.98 |
| 2015-03-31 | $46k | 496 | 92.74 |
| 2014-12-31 | $47k | 496 | 94.76 |
| 2014-09-30 | $45k | 496 | 90.73 |
| 2014-06-30 | $20k | 227 | 88.11 |
| 2014-03-31 | $20k | 227 | 88.11 |
| 2013-12-31 | $19k | 227 | 83.70 |
| 2013-09-30 | $18k | 227 | 79.30 |
| 2013-06-30 | $17k | 227 | 74.89 |
| 2012-03-31 | $23k | 347 | 66.28 |
| 2011-12-31 | $25k | 427 | 58.55 |
| 2011-09-30 | $5.0k | 105 | 47.62 |
More positions owned by Plante Moran Financial Advisors
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