iShares S&P 500 Index shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.0M | 16k | 500.36 |
| 2023-12-31 | $7.7M | 17k | 454.69 |
| 2023-09-30 | $7.0M | 16k | 429.25 |
| 2023-06-30 | $8.3M | 19k | 436.47 |
| 2023-03-31 | $15M | 37k | 411.08 |
| 2022-12-31 | $8.1M | 21k | 377.36 |
| 2022-09-30 | $7.5M | 22k | 334.20 |
| 2022-06-30 | $13M | 35k | 379.16 |
| 2022-03-31 | $18M | 39k | 453.69 |
| 2021-12-31 | $7.0M | 15k | 476.77 |
| 2021-09-30 | $6.4M | 15k | 430.60 |
| 2021-06-30 | $12M | 28k | 429.90 |
| 2021-03-31 | $12M | 31k | 397.81 |
| 2020-12-31 | $7.7M | 21k | 374.85 |
| 2020-09-30 | $11M | 33k | 336.06 |
| 2020-06-30 | $16M | 53k | 309.69 |
| 2020-03-31 | $12M | 55k | 216.95 |
| 2019-12-31 | $42M | 130k | 323.24 |
| 2019-09-30 | $38M | 127k | 298.52 |
| 2019-06-30 | $39M | 131k | 294.75 |
| 2019-03-31 | $35M | 123k | 284.56 |
| 2018-12-31 | $7.4M | 107k | 68.90 |
| 2018-09-30 | $27M | 98k | 275.73 |
| 2018-06-30 | $17M | 60k | 273.76 |
| 2018-03-31 | $14M | 53k | 265.36 |
| 2017-12-31 | $13M | 50k | 268.67 |
More positions owned by Financial Advocates Investment Management
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