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iShares Dow Jones Select Dividend shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend 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 Dow Jones Select Dividend by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 17k 152.64
2024-06-30 $1.5M 12k 120.98
2024-03-31 $1.6M 13k 123.18
2023-12-31 $2.0M 17k 117.22
2023-09-30 $2.0M 19k 107.64
2023-06-30 $2.3M 21k 113.30
2023-03-31 $2.5M 22k 117.18
2022-12-31 $1.7M 14k 120.60
2022-09-30 $1.5M 14k 107.20
2022-06-30 $1.3M 11k 117.67
2022-03-31 $1.1M 8.6k 128.15
2021-12-31 $910k 7.4k 122.54
2021-09-30 $975k 8.5k 114.76
2021-06-30 $1.0M 8.6k 116.57
2021-03-31 $937k 8.2k 114.05
2020-12-31 $813k 8.5k 96.21
2020-09-30 $640k 7.8k 81.58
2020-06-30 $768k 9.5k 80.74
2020-03-31 $615k 8.4k 73.56
2019-12-31 $1.2M 11k 105.72
2019-09-30 $978k 9.6k 101.98
2019-06-30 $821k 8.2k 99.60
2019-03-31 $838k 8.5k 98.14
2018-12-31 $314k 8.3k 37.68
2018-09-30 $930k 9.3k 99.75
2018-06-30 $961k 9.8k 97.72
2018-03-31 $969k 10k 95.15
2017-12-31 $996k 10k 98.75

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend