iShares S&P 500 Value Index shares owned by Professional Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Professional Financial Advisors
from 13F filings
Historical chart of Professional 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 Professional Financial Advisors 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 Professional Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.1M | 5.7k | 190.89 |
2024-09-30 | $1.0M | 5.2k | 197.17 |
2024-06-30 | $913k | 5.0k | 182.01 |
2024-03-31 | $944k | 5.1k | 186.81 |
2023-12-31 | $803k | 4.6k | 173.89 |
2023-09-30 | $674k | 4.4k | 153.84 |
2023-06-30 | $713k | 4.4k | 161.19 |
2022-12-31 | $1.2M | 8.3k | 145.07 |
2022-06-30 | $1.2M | 8.7k | 137.41 |
More positions owned by Professional Financial Advisors
View all positions for Professional Financial Advisors