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iShares S&P Conservative Allocatn Fd ETF shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $302k 8.6k 35.24
2023-03-31 $339k 9.7k 34.96
2022-12-31 $354k 11k 33.61
2022-06-30 $588k 17k 34.55
2022-03-31 $1.6M 42k 37.67
2021-12-31 $1.7M 43k 40.00
2021-09-30 $1.4M 35k 39.51
2021-06-30 $1.2M 31k 39.43
2021-03-31 $1.2M 31k 38.65
2020-12-31 $1.1M 28k 39.06
2020-09-30 $782k 21k 37.24
2020-06-30 $746k 20k 36.83
2020-03-31 $694k 21k 33.79
2019-12-31 $705k 20k 36.24
2019-09-30 $782k 22k 35.63
2019-06-30 $769k 22k 35.39
2019-03-31 $776k 23k 34.51
2018-12-31 $111k 19k 5.86
2018-09-30 $522k 19k 28.21
2018-06-30 $669k 20k 33.94
2018-03-31 $630k 18k 34.22
2017-12-31 $581k 17k 34.54

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Silver Tr Ishares Call Option (SLV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

Top funds holding iShares S&P Conservative Allocatn Fd ETF

Atlas Capital Advisors
Wells Fargo & Company
Lido Advisors
Bank of America Corporation
Curran Financial Partners
Weaver Consulting Group
National Bank Of Canada /fi/
WNY Asset Management
Investment Advisory Group
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
Thrive Capital Management
Archvest Wealth Advisors
Trilogy Capital

View all funds holding iShares S&P Conservative Allocatn Fd ETF