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iShares S&P 500 Value Index shares owned by Private Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Private Capital Management from 13F filings

Historical chart of Private Capital Management 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 Private Capital Management 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 Private Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 12k 182.01
2024-03-31 $2.2M 12k 186.81
2023-12-31 $2.1M 12k 173.89
2023-09-30 $942k 6.1k 153.84
2023-06-30 $945k 5.9k 161.19
2023-03-31 $934k 6.2k 151.76
2022-12-31 $597k 4.1k 145.07
2022-09-30 $385k 3.0k 128.50
2022-06-30 $467k 3.0k 155.87
2022-03-31 $467k 3.0k 155.87
2021-12-31 $370k 2.4k 156.65
2021-09-30 $343k 2.4k 145.22
2021-06-30 $437k 3.0k 147.69
2021-03-31 $418k 3.0k 141.36
2020-12-31 $375k 3.0k 126.95
2020-09-30 $332k 3.0k 112.50
2020-06-30 $319k 2.9k 108.25
2020-03-31 $283k 2.9k 96.32
2019-12-31 $349k 2.9k 119.07
2019-09-30 $349k 2.9k 119.07
2019-06-30 $342k 2.9k 116.68
2019-03-31 $233k 2.1k 112.89
2018-12-31 $208k 2.1k 100.92