Raymond James Financial »

iShares S&P 500 Value Index shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial 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 Raymond James Financial 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 Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $350M 1.7M 206.51
2025-06-30 $322M 1.6M 195.42
2025-03-31 $305M 1.6M 190.58
2024-12-31 $311M 1.6M 190.88

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James Financial

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index