iShares S&P 500 Value Index shares owned by Sage Investment Advisers
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sage Investment Advisers
from 13F filings
Historical chart of Sage Investment Advisers investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Sage Investment Advisers 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 Sage Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 15k | 197.17 |
| 2024-06-30 | $2.6M | 14k | 182.01 |
| 2024-03-31 | $2.4M | 13k | 186.81 |
| 2023-12-31 | $2.2M | 13k | 173.89 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $1.9M | 12k | 161.19 |
| 2023-03-31 | $1.8M | 12k | 151.76 |
| 2022-12-31 | $1.6M | 11k | 145.08 |
| 2022-09-30 | $1.4M | 11k | 128.51 |
| 2022-06-30 | $1.3M | 9.4k | 137.49 |
| 2022-03-31 | $1.2M | 8.0k | 155.71 |
| 2021-12-31 | $1.1M | 7.3k | 156.61 |