iShares S&P 500 Value Index shares owned by Td Private Client Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Td Private Client Wealth
from 13F filings
Historical chart of Td Private Client Wealth investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Td Private Client Wealth 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 Td Private Client Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 100k | 197.17 |
| 2024-06-30 | $19M | 102k | 182.01 |
| 2024-03-31 | $21M | 112k | 186.81 |
| 2023-12-31 | $21M | 119k | 173.89 |
| 2023-09-30 | $18M | 119k | 153.84 |
| 2023-06-30 | $19M | 117k | 161.19 |
| 2023-03-31 | $19M | 128k | 151.76 |
| 2022-12-31 | $16M | 108k | 145.07 |
| 2022-09-30 | $21M | 160k | 128.52 |
| 2022-06-30 | $21M | 154k | 137.46 |
| 2022-03-31 | $9.7M | 62k | 155.72 |
| 2021-12-31 | $10M | 64k | 156.63 |
| 2021-09-30 | $10M | 70k | 145.42 |
| 2021-06-30 | $12M | 80k | 147.64 |
| 2021-03-31 | $10M | 73k | 141.24 |
| 2020-12-31 | $9.7M | 76k | 128.02 |
| 2020-09-30 | $8.6M | 77k | 112.45 |
| 2020-06-30 | $8.2M | 76k | 108.21 |
| 2020-03-31 | $14M | 144k | 96.25 |
| 2019-12-31 | $19M | 146k | 130.09 |