iShares S&P 500 Value Index shares owned by Waldron
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 9.7k | 197.73 |
| 2024-06-30 | $1.8M | 9.7k | 182.01 |
| 2024-03-31 | $1.8M | 9.7k | 186.81 |
| 2023-12-31 | $1.7M | 9.7k | 173.80 |
| 2023-09-30 | $1.5M | 9.7k | 154.67 |
| 2023-06-30 | $1.6M | 9.7k | 161.19 |
| 2023-03-31 | $1.5M | 9.8k | 151.76 |
| 2022-12-31 | $1.3M | 9.8k | 128.87 |
| 2022-09-30 | $1.3M | 9.8k | 128.87 |
| 2022-06-30 | $1.3M | 9.8k | 137.46 |
| 2022-03-31 | $1.5M | 9.8k | 155.65 |
| 2021-12-31 | $1.5M | 9.8k | 156.57 |
| 2021-09-30 | $1.4M | 9.8k | 145.84 |
| 2019-06-30 | $11M | 92k | 116.56 |
| 2019-03-31 | $10M | 92k | 112.73 |