iShares S&P 1500 Index Fund shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 15k | 168.90 |
| 2024-06-30 | $1.6M | 14k | 118.78 |
| 2024-03-31 | $886k | 16k | 54.06 |
| 2023-12-31 | $419k | 4.1k | 102.66 |
| 2023-09-30 | $572k | 6.5k | 87.85 |
| 2023-06-30 | $560k | 5.7k | 97.84 |
| 2023-03-31 | $1.2M | 13k | 90.54 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $1.0M | 13k | 79.51 |
| 2022-06-30 | $1.4M | 17k | 83.80 |
| 2022-03-31 | $2.2M | 22k | 100.93 |
| 2021-12-31 | $830k | 8.4k | 98.80 |
| 2021-09-30 | $2.2M | 23k | 98.38 |
| 2021-06-30 | $2.1M | 21k | 98.78 |
| 2021-03-31 | $705k | 7.7k | 91.10 |
| 2020-12-31 | $1.3M | 15k | 87.83 |
| 2020-09-30 | $1.9M | 25k | 75.50 |
| 2020-06-30 | $1.5M | 21k | 70.05 |
| 2020-03-31 | $1.2M | 40k | 29.12 |
| 2019-12-31 | $4.7M | 64k | 72.69 |
| 2019-09-30 | $3.7M | 56k | 67.07 |
| 2019-06-30 | $3.1M | 46k | 66.62 |
| 2019-03-31 | $1.1M | 18k | 64.39 |
| 2018-12-31 | $320k | 13k | 24.34 |
| 2018-09-30 | $812k | 17k | 49.17 |
| 2018-06-30 | $976k | 16k | 62.65 |
| 2018-03-31 | $893k | 15k | 60.49 |
| 2017-12-31 | $786k | 13k | 61.29 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management