iShares S&P 500 Value Index shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Schechter Investment Advisors 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 Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 17k | 197.17 |
| 2024-06-30 | $3.1M | 17k | 182.01 |
| 2024-03-31 | $3.1M | 17k | 186.81 |
| 2023-12-31 | $2.9M | 17k | 173.89 |
| 2023-09-30 | $2.6M | 17k | 153.84 |
| 2023-06-30 | $2.7M | 17k | 161.19 |
| 2023-03-31 | $2.6M | 17k | 151.76 |
| 2022-12-31 | $2.5M | 17k | 145.07 |
| 2022-09-30 | $2.2M | 17k | 128.54 |
| 2022-06-30 | $2.4M | 18k | 137.45 |
| 2022-03-31 | $2.8M | 18k | 155.74 |
| 2021-12-31 | $2.8M | 18k | 156.65 |
More positions owned by Schechter Investment Advisors
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