iShares S&P 500 Value Index shares owned by Veritable
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Veritable
from 13F filings
Historical chart of Veritable investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Veritable
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $20M | 121k | 161.19 |
| 2023-03-31 | $19M | 124k | 151.76 |
| 2022-12-31 | $18M | 126k | 145.07 |
| 2022-09-30 | $14M | 106k | 128.52 |
| 2022-06-30 | $15M | 107k | 137.46 |
| 2022-03-31 | $17M | 108k | 155.72 |
| 2021-12-31 | $17M | 109k | 156.63 |
| 2021-09-30 | $16M | 112k | 145.42 |
| 2021-06-30 | $17M | 112k | 147.64 |
| 2021-03-31 | $15M | 109k | 141.24 |
| 2020-12-31 | $13M | 104k | 128.02 |
| 2020-09-30 | $12M | 104k | 112.45 |
| 2020-06-30 | $11M | 101k | 108.21 |
| 2020-03-31 | $9.8M | 102k | 96.25 |
| 2019-12-31 | $13M | 99k | 130.09 |
| 2019-09-30 | $13M | 108k | 119.14 |
| 2019-06-30 | $13M | 111k | 116.57 |
| 2019-03-31 | $13M | 111k | 112.74 |
| 2018-12-31 | $11M | 111k | 101.14 |
| 2018-09-30 | $13M | 114k | 115.84 |
| 2018-06-30 | $13M | 114k | 110.13 |
| 2018-03-31 | $12M | 114k | 109.34 |
| 2017-12-31 | $13M | 114k | 114.24 |
| 2017-09-30 | $12M | 114k | 107.91 |
| 2017-06-30 | $12M | 114k | 104.96 |
| 2017-03-31 | $12M | 117k | 104.04 |
| 2016-12-31 | $12M | 121k | 101.38 |
| 2016-09-30 | $12M | 121k | 94.96 |
| 2016-06-30 | $12M | 124k | 92.90 |
| 2016-03-31 | $11M | 124k | 89.93 |
| 2015-12-31 | $10M | 117k | 88.53 |
| 2015-09-30 | $9.8M | 117k | 84.03 |
| 2015-06-30 | $12M | 125k | 92.21 |
| 2015-03-31 | $13M | 139k | 92.56 |
| 2014-12-31 | $13M | 139k | 93.77 |
| 2014-09-30 | $13M | 142k | 90.07 |
| 2014-06-30 | $13M | 142k | 90.28 |
| 2014-03-31 | $13M | 147k | 86.90 |
| 2013-12-31 | $13M | 154k | 85.46 |
| 2013-09-30 | $12M | 154k | 78.32 |
| 2013-06-30 | $12M | 159k | 75.77 |
| 2013-03-31 | $13M | 170k | 73.80 |
| 2012-12-31 | $11M | 171k | 66.39 |
| 2012-09-30 | $12M | 184k | 65.79 |
| 2012-06-30 | $11M | 178k | 62.28 |
| 2012-03-31 | $11M | 175k | 64.93 |
| 2011-12-31 | $10M | 174k | 57.83 |
| 2011-09-30 | $8.9M | 173k | 51.58 |
| 2011-06-30 | $11M | 176k | 62.00 |
| 2011-03-31 | $11M | 179k | 63.31 |
| 2010-12-31 | $27M | 447k | 59.59 |