iShares S&P 500 Value Index shares owned by Snowden Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Snowden Capital Advisors
from 13F filings
Historical chart of Snowden Capital Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Snowden Capital 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 Snowden Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.7M | 37k | 182.01 |
| 2024-03-31 | $6.3M | 34k | 186.81 |
| 2023-12-31 | $756k | 4.3k | 173.89 |
| 2023-09-30 | $846k | 5.5k | 153.84 |
| 2023-06-30 | $871k | 5.4k | 161.19 |
| 2023-03-31 | $1.2M | 7.7k | 151.76 |
| 2022-12-31 | $646k | 4.5k | 145.07 |
| 2022-09-30 | $557k | 4.3k | 128.52 |
| 2022-06-30 | $603k | 4.4k | 137.45 |
| 2022-03-31 | $718k | 4.6k | 155.55 |
| 2021-12-31 | $646k | 4.1k | 156.57 |
| 2021-09-30 | $630k | 4.3k | 145.42 |
| 2021-06-30 | $587k | 4.0k | 147.64 |
| 2021-03-31 | $522k | 3.7k | 141.24 |
| 2020-12-31 | $486k | 3.8k | 128.02 |
| 2020-09-30 | $540k | 4.8k | 112.45 |
| 2020-06-30 | $509k | 4.7k | 108.21 |
| 2020-03-31 | $452k | 4.7k | 96.25 |
| 2019-12-31 | $611k | 4.7k | 130.09 |
| 2019-09-30 | $548k | 4.6k | 119.14 |
| 2019-06-30 | $536k | 4.6k | 116.57 |
| 2019-03-31 | $628k | 5.6k | 112.74 |
| 2018-12-31 | $2.6M | 26k | 101.14 |
| 2018-09-30 | $3.2M | 28k | 115.84 |
| 2018-06-30 | $2.9M | 27k | 110.13 |
| 2018-03-31 | $3.0M | 27k | 109.34 |
| 2017-12-31 | $5.6M | 49k | 114.24 |
| 2017-09-30 | $5.5M | 51k | 107.91 |
| 2017-06-30 | $6.2M | 59k | 104.96 |
| 2017-03-31 | $6.4M | 62k | 104.04 |
| 2016-12-31 | $7.4M | 73k | 101.38 |
| 2016-09-30 | $4.5M | 48k | 94.96 |
| 2016-06-30 | $3.3M | 35k | 92.90 |
| 2016-03-31 | $1.2M | 13k | 89.93 |