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iShares S&P 500 Value Index shares owned by Tidemark

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tidemark from 13F filings

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 39k 197.17
2024-06-30 $6.5M 36k 182.01
2024-03-31 $3.6M 20k 186.81
2023-12-31 $712k 4.1k 173.90

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index