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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

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Quarterly 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