iShares S&P 500 Value Index shares owned by Trail Ridge Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Trail Ridge Investment Advisors
from 13F filings
Historical chart of Trail Ridge Investment Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Trail Ridge Investment Advisors 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 Trail Ridge Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 20k | 198.35 |
| 2024-06-30 | $3.5M | 19k | 182.01 |
| 2024-03-31 | $3.8M | 20k | 186.81 |
| 2023-12-31 | $3.8M | 22k | 173.89 |
| 2023-09-30 | $3.3M | 22k | 153.84 |
| 2023-06-30 | $3.5M | 22k | 161.19 |
| 2023-03-31 | $3.6M | 24k | 151.76 |
| 2022-12-31 | $3.7M | 25k | 145.07 |
| 2022-09-30 | $3.7M | 25k | 147.72 |
| 2022-06-30 | $2.5M | 18k | 137.46 |
| 2022-03-31 | $2.4M | 15k | 155.71 |
| 2021-12-31 | $2.0M | 13k | 156.67 |
More positions owned by Trail Ridge Investment Advisors
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