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iShares S&P 500 Value Index shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors 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 Transamerica Financial 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $830k 4.0k 206.49
2019-06-30 $17k 139 122.30
2018-12-31 $2.0k 14 142.86
2016-03-31 $411k 4.6k 90.11

More positions owned by Transamerica Financial Advisors

Listed Fds Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)

View all positions for Transamerica Financial Advisors

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