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iShares S&P 500 Value Index shares owned by Sullivan, Bruyette, Speros & Blaney

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sullivan, Bruyette, Speros & Blaney from 13F filings

Historical chart of Sullivan, Bruyette, Speros & Blaney 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 Sullivan, Bruyette, Speros & Blaney 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 Sullivan, Bruyette, Speros & Blaney

Quarter filed Position value Share count Share price at filing
2021-03-31 $245k 1.7k 141.13
2020-12-31 $211k 1.7k 127.88
2020-09-30 $195k 1.7k 112.52
2020-06-30 $178k 1.7k 107.88

More positions owned by Sullivan, Bruyette, Speros & Blaney

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Gold Tr Ishares
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sullivan, Bruyette, Speros & Blaney

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