Ownership history in Salomon & Ludwin, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Salomon & Ludwin, LLC reported a position in ISHARES S&P 500 VALUE ETF (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 189,972 | -3,557 | -1.8% | 3.61% | $40.8M | $211.29 |
| 2025 Q3 | REDUCED | 193,529 | -2,964 | -1.5% | 3.62% | $40.2M | $204.79 |
| 2025 Q2 | REDUCED | 196,493 | -2,079 | -1.0% | 3.83% | $38.8M | $192.97 |
| 2025 Q1 | REDUCED | 198,572 | -6,444 | -3.1% | 4.03% | $37.8M | $187.40 |
| 2024 Q4 | REDUCED | 205,016 | -11,677 | -5.4% | 4.15% | $39.1M | $186.96 |
| 2024 Q3 | REDUCED | 216,693 | -17,488 | -7.5% | 4.35% | $42.7M | $192.07 |
| 2024 Q2 | REDUCED | 234,181 | -77,149 | -24.8% | 4.76% | $42.6M | $176.28 |
| 2024 Q1 | REDUCED | 311,330 | -3,929 | -1.2% | 5.00% | $58.2M | $180.10 |
| 2023 Q4 | UNCHANGED | 315,259 | — | 0% | 5.06% | $48.4M | $166.88 |
| 2023 Q3 | ADDED | 315,259 | +1,704 | +0.5% | 5.06% | $48.4M | $146.96 |
As of 2025 Q4 — sorted by position size