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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

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Quarterly reported holdings in iShares S&P 500 Value Index by Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Union Pacific Corporation (UNP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Tidal Tr Ii Return Stckd Us (RSST)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr S&p1500momtilt (MMTM)

View all positions for Professional Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index