iShares S&P 500 Value Index shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Procyon Private Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.8M | 9.5k | 186.81 |
2023-12-31 | $1.7M | 9.8k | 173.89 |
2023-09-30 | $1.4M | 9.4k | 153.84 |
2023-06-30 | $1.7M | 10k | 161.19 |
2023-03-31 | $1.6M | 10k | 151.76 |
2022-12-31 | $1.4M | 9.9k | 145.07 |
2022-09-30 | $1.4M | 11k | 128.55 |
2022-06-30 | $1.7M | 12k | 137.47 |
2022-03-31 | $3.8M | 24k | 155.72 |
2021-12-31 | $4.1M | 26k | 156.63 |
2021-09-30 | $4.0M | 27k | 145.42 |
2021-06-30 | $4.1M | 28k | 147.66 |
2021-03-31 | $3.6M | 26k | 141.25 |
2020-12-31 | $2.7M | 21k | 128.00 |
2020-09-30 | $2.1M | 19k | 112.42 |
2020-06-30 | $2.0M | 18k | 108.21 |
2020-03-31 | $1.8M | 19k | 96.27 |
2019-12-31 | $2.3M | 18k | 130.09 |
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