iShares S&P 500 Value Index shares owned by Transcendent Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Transcendent Capital Group
from 13F filings
Historical chart of Transcendent Capital Group 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 Transcendent Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Transcendent Capital Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.6M | 18k | 197.17 |
2024-06-30 | $90k | 495 | 181.97 |
2024-03-31 | $92k | 491 | 186.94 |
2023-12-31 | $85k | 487 | 173.83 |
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