iShares S&P 500 Value Index shares owned by Prime Capital Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Prime Capital Investment Advisors
from 13F filings
Historical chart of Prime Capital Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Prime Capital Investment 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 Prime Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 20k | 206.51 |
| 2025-06-30 | $4.7M | 24k | 195.42 |
| 2025-03-31 | $6.1M | 32k | 190.58 |
| 2024-12-31 | $5.5M | 29k | 190.88 |
| 2024-09-30 | $5.9M | 30k | 197.17 |
| 2024-06-30 | $6.1M | 34k | 182.01 |
| 2024-03-31 | $7.1M | 38k | 186.81 |
| 2023-12-31 | $3.4M | 20k | 173.89 |
| 2023-09-30 | $785k | 5.1k | 153.84 |
| 2023-06-30 | $791k | 4.9k | 161.19 |
| 2023-03-31 | $729k | 4.8k | 151.76 |
| 2022-12-31 | $705k | 4.9k | 145.07 |
| 2022-09-30 | $288k | 2.2k | 128.46 |
| 2022-06-30 | $269k | 2.0k | 137.24 |
| 2020-06-30 | $14k | 131 | 106.87 |
| 2020-03-31 | $13k | 131 | 99.24 |
| 2019-12-31 | $17k | 131 | 129.77 |
| 2019-09-30 | $16k | 131 | 122.14 |
| 2019-06-30 | $32k | 271 | 118.08 |
| 2019-03-31 | $15k | 131 | 114.50 |
More positions owned by Prime Capital Investment Advisors
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