ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

FIRST FOUNDATION ADVISORS's Holding History (CIK: 0001086763)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 20,439 Value ($000) $4,334 Avg Close Range
Q3 2025
Shares 17,094 Value ($000) $3,530 Avg Close Range
Q2 2025
Shares 13,740 Value ($000) $2,685 Avg Close Range
Q1 2025
Shares 8,051 Value ($000) $1,534 Avg Close Range
Q4 2024
Shares 5,737 Value ($000) $1,095 Avg Close Range
Q3 2024
Shares 5,397 Value ($000) $1,064 Avg Close Range
Q2 2024
Shares 4,477 Value ($000) $815 Avg Close Range
Q1 2024
Shares 3,751 Value ($000) $701 Avg Close Range
Q4 2023
Shares 2,650 Value ($000) $461 Avg Close Range
Q3 2023
Shares 2,525 Value ($000) $388 Avg Close Range
Q2 2023
Shares 1,517 Value ($000) $245 Avg Close Range
Q1 2023
Shares 3,394 Value ($000) $515 Avg Close Range
Q4 2022
Shares 3,394 Value ($000) $492 Avg Close Range
Q3 2022
Shares 3,394 Value ($000) $436 Avg Close Range
Q2 2022
Shares 1,796 Value ($000) $247 Avg Close Range
Q1 2022
Shares 1,826 Value ($000) $284 Avg Close Range
Q4 2021
Shares 1,826 Value ($000) $286 Avg Close Range
Q3 2021
Shares 1,826 Value ($000) $266 Avg Close Range
Q2 2021
Shares 1,992 Value ($000) $294 Avg Close Range
Q4 2017
Shares 2,918 Value ($000) $333 Avg Close Range