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iShares S&P 500 Value Index shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $863k 4.9k 174.63

More positions owned by Roman Butler Fullerton & Co

Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Eli Lilly & Co. (LLY)
Vanguard Specialized Funds Div App Etf (VIG)
Meta Platforms Cl A (META)
Cigna Corp (CI)
Alphabet Cap Stk Cl C (GOOG)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Wal-Mart Stores (WMT)

View all positions for Roman Butler Fullerton & Co

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