iShares S&P 500 Value Index shares owned by ProVise Management Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 1.7k | 206.51 |
| 2025-06-30 | $336k | 1.7k | 195.42 |
| 2025-03-31 | $328k | 1.7k | 190.58 |
| 2024-12-31 | $328k | 1.7k | 190.88 |
| 2024-09-30 | $339k | 1.7k | 197.17 |
| 2024-06-30 | $313k | 1.7k | 182.01 |
| 2024-03-31 | $321k | 1.7k | 186.81 |
| 2023-12-31 | $1.7M | 9.7k | 173.89 |
| 2023-09-30 | $1.2M | 7.6k | 153.84 |
| 2017-03-31 | $201k | 1.9k | 104.15 |
| 2015-03-31 | $235k | 2.5k | 92.56 |
| 2014-06-30 | $663k | 7.3k | 90.24 |
| 2013-09-30 | $272k | 3.5k | 78.21 |
| 2013-06-30 | $373k | 4.9k | 75.66 |