iShares S&P 500 Value Index shares owned by Rockefeller Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Rockefeller Financial Services
from 13F filings
Historical chart of Rockefeller Financial Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Rockefeller Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-12-31 | $2.2M | 19k | 114.26 |
| 2017-09-30 | $2.1M | 19k | 107.93 |
| 2017-06-30 | $2.0M | 19k | 104.95 |
| 2017-03-31 | $2.0M | 19k | 104.06 |
| 2016-12-31 | $1.9M | 19k | 101.39 |
| 2016-09-30 | $1.8M | 19k | 94.96 |
| 2016-06-30 | $1.8M | 19k | 92.92 |
| 2016-03-31 | $1.7M | 19k | 89.93 |
| 2015-12-31 | $1.7M | 19k | 88.52 |
| 2015-09-30 | $1.6M | 19k | 84.02 |
| 2014-03-31 | $397k | 4.6k | 86.83 |
More positions owned by Rockefeller Financial Services
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