iShares S&P 500 Value Index shares owned by Milestone Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $20M | 110k | 182.01 |
| 2024-03-31 | $21M | 112k | 186.81 |
| 2023-12-31 | $21M | 119k | 173.89 |
| 2023-09-30 | $20M | 130k | 154.68 |
| 2023-06-30 | $21M | 133k | 161.19 |
| 2023-03-31 | $21M | 137k | 151.76 |
| 2022-12-31 | $20M | 140k | 145.07 |
| 2022-09-30 | $365k | 3.1k | 119.09 |
| 2022-06-30 | $1.4M | 9.9k | 137.50 |
| 2022-03-31 | $1.2M | 7.5k | 155.67 |
| 2021-12-31 | $1.2M | 7.5k | 156.57 |
| 2021-09-30 | $365k | 3.1k | 119.09 |
| 2021-06-30 | $1.1M | 7.5k | 147.63 |
| 2021-03-31 | $1.2M | 8.3k | 141.27 |
| 2020-12-31 | $1.1M | 8.5k | 127.98 |
| 2020-09-30 | $1.2M | 10k | 112.40 |
| 2020-06-30 | $1.6M | 14k | 108.21 |
| 2020-03-31 | $1.2M | 12k | 96.21 |
| 2019-12-31 | $1.0M | 8.0k | 130.13 |
| 2019-09-30 | $365k | 3.1k | 119.09 |
| 2019-06-30 | $396k | 3.4k | 116.64 |
| 2019-03-31 | $383k | 3.4k | 112.81 |
| 2018-12-31 | $346k | 3.4k | 101.05 |
| 2018-09-30 | $469k | 4.1k | 115.72 |
| 2018-06-30 | $451k | 4.1k | 110.08 |
| 2018-03-31 | $448k | 4.1k | 109.35 |
| 2017-12-31 | $468k | 4.1k | 114.23 |
| 2017-09-30 | $479k | 4.4k | 107.96 |
| 2017-06-30 | $466k | 4.4k | 105.03 |
| 2017-03-31 | $462k | 4.4k | 104.12 |
| 2016-12-31 | $383k | 3.8k | 101.48 |
| 2016-09-30 | $392k | 4.1k | 94.87 |
| 2016-06-30 | $384k | 4.1k | 92.93 |