iShares S&P 500 Value Index shares owned by Trust Point
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Trust Point
from 13F filings
Historical chart of Trust Point 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 Trust Point consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares S&P 500 Value Index by Trust Point
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $13M | 70k | 190.88 |
2024-09-30 | $14M | 72k | 197.17 |
2024-06-30 | $13M | 72k | 182.01 |
2024-03-31 | $13M | 72k | 186.81 |
2023-12-31 | $12M | 72k | 173.89 |