Ishares Tr dev val factor shares owned by HighTower Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by HighTower Advisors
from 13F filings
Historical chart of HighTower Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 127k | 35.48 |
| 2025-06-30 | $3.7M | 114k | 32.89 |
| 2025-03-31 | $2.6M | 87k | 30.31 |
| 2024-12-31 | $2.1M | 76k | 27.11 |
| 2024-09-30 | $2.2M | 73k | 29.49 |
| 2024-06-30 | $1.9M | 69k | 27.53 |
| 2024-03-31 | $1.8M | 64k | 28.22 |
| 2023-12-31 | $1.6M | 60k | 26.49 |
| 2023-09-30 | $1.2M | 48k | 25.39 |
| 2023-06-30 | $1.2M | 46k | 25.48 |
| 2023-03-31 | $1.1M | 45k | 24.81 |
| 2022-12-31 | $706k | 31k | 23.06 |
| 2022-09-30 | $466k | 24k | 19.81 |
| 2022-06-30 | $582k | 26k | 22.18 |
| 2022-03-31 | $599k | 24k | 25.54 |
| 2021-12-31 | $761k | 30k | 25.54 |
| 2021-09-30 | $582k | 23k | 25.67 |
| 2021-06-30 | $585k | 23k | 25.80 |
| 2021-03-31 | $435k | 17k | 25.32 |
| 2020-12-31 | $341k | 15k | 22.80 |
| 2020-09-30 | $293k | 15k | 19.59 |
| 2020-06-30 | $340k | 17k | 19.50 |