iShares S&P 500 Index shares owned by Advocate Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advocate Group
from 13F filings
Historical chart of Advocate Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Advocate Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 450 | 669.30 |
| 2025-06-30 | $279k | 450 | 620.90 |
| 2025-03-31 | $233k | 415 | 561.90 |
| 2024-12-31 | $244k | 415 | 588.68 |
| 2024-09-30 | $239k | 415 | 576.82 |
| 2024-06-30 | $227k | 415 | 547.23 |
| 2024-03-31 | $218k | 415 | 525.73 |
| 2023-12-31 | $287k | 600 | 477.63 |
| 2023-09-30 | $258k | 600 | 429.43 |
| 2023-06-30 | $267k | 600 | 445.71 |
| 2023-03-31 | $247k | 600 | 411.08 |
| 2022-12-31 | $231k | 600 | 384.21 |
| 2022-09-30 | $215k | 600 | 358.33 |
| 2022-06-30 | $227k | 600 | 378.33 |