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iShares S&P 500 Value Index shares owned by Prospera Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Prospera Financial Services from 13F filings

Historical chart of Prospera Financial Services 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 Prospera Financial Services 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 Prospera Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 19k 173.89
2023-09-30 $3.0M 20k 153.86
2023-06-30 $3.4M 21k 161.21
2023-03-31 $3.1M 21k 151.77
2022-12-31 $3.1M 22k 145.07
2022-09-30 $3.2M 25k 128.57
2022-06-30 $3.5M 26k 137.47
2022-03-31 $3.5M 23k 155.76
2021-12-31 $1.6M 10k 156.72
2021-09-30 $1.2M 8.6k 145.47
2021-06-30 $1.1M 7.7k 147.72
2021-03-31 $931k 6.6k 141.34
2020-12-31 $675k 5.3k 128.03
2020-09-30 $55k 492 111.79
2019-12-31 $253k 1.9k 130.14
2019-09-30 $225k 1.9k 118.86
2018-03-31 $467k 4.3k 109.57
2015-09-30 $541k 6.4k 83.97
2015-06-30 $616k 6.7k 92.17
2015-03-31 $608k 6.6k 92.49
2014-12-31 $580k 6.2k 93.78
2014-09-30 $571k 6.3k 90.03
2014-06-30 $582k 6.4k 90.33
2014-03-31 $496k 5.7k 86.93
2013-12-31 $422k 4.9k 85.53