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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index