iShares S&P 500 Value Index shares owned by Total Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Total Investment Management
from 13F filings
Historical chart of Total Investment Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Total Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 12k | 186.81 |
| 2023-12-31 | $2.2M | 12k | 173.89 |
| 2023-09-30 | $1.9M | 12k | 153.84 |
| 2023-06-30 | $2.0M | 13k | 161.19 |
| 2023-03-31 | $1.2M | 7.7k | 151.75 |
| 2022-12-31 | $1.1M | 7.4k | 145.07 |
| 2022-09-30 | $921k | 7.2k | 128.49 |
| 2022-06-30 | $908k | 6.6k | 137.53 |
| 2022-03-31 | $1.0M | 6.5k | 155.74 |
| 2021-12-31 | $1.0M | 6.7k | 156.56 |
| 2021-09-30 | $982k | 6.8k | 145.40 |
| 2021-06-30 | $1.0M | 6.9k | 147.61 |
| 2021-03-31 | $628k | 6.5k | 96.23 |
| 2020-12-31 | $891k | 7.0k | 128.09 |
| 2020-09-30 | $738k | 6.7k | 110.38 |
| 2020-03-31 | $628k | 6.5k | 96.23 |
| 2019-12-31 | $651k | 5.0k | 130.04 |
| 2019-09-30 | $484k | 4.1k | 119.24 |
| 2019-06-30 | $439k | 3.8k | 114.06 |
| 2019-03-31 | $425k | 3.8k | 112.05 |
| 2018-12-31 | $366k | 3.3k | 110.47 |
| 2018-09-30 | $256k | 2.2k | 115.63 |
| 2018-06-30 | $244k | 2.2k | 110.21 |
| 2018-03-31 | $352k | 3.2k | 109.49 |
More positions owned by Total Investment Management
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