iShares S&P 500 Value Index shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors 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 YHB Investment Advisors 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 YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 35k | 197.17 |
| 2024-06-30 | $6.3M | 35k | 182.01 |
| 2024-03-31 | $6.5M | 35k | 186.81 |
| 2023-12-31 | $6.2M | 36k | 173.89 |
| 2023-09-30 | $6.1M | 40k | 153.84 |
| 2023-06-30 | $6.4M | 40k | 161.19 |
| 2023-03-31 | $6.0M | 40k | 151.76 |
| 2022-12-31 | $5.6M | 39k | 145.07 |
| 2022-09-30 | $4.2M | 33k | 128.53 |
| 2022-06-30 | $4.0M | 29k | 137.45 |