iShares S&P 500 Value Index shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index 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 500 Value Index by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 78k | 183.52 |
| 2023-12-31 | $7.3M | 77k | 95.00 |
| 2023-09-30 | $11M | 71k | 153.88 |
| 2023-06-30 | $12M | 74k | 161.19 |
| 2023-03-31 | $12M | 77k | 152.14 |
| 2022-12-31 | $12M | 80k | 145.07 |
| 2022-09-30 | $10M | 81k | 128.41 |
| 2022-06-30 | $12M | 84k | 137.46 |
| 2022-03-31 | $13M | 84k | 155.71 |
| 2021-12-31 | $15M | 95k | 156.63 |
| 2021-09-30 | $13M | 86k | 145.42 |
| 2021-06-30 | $13M | 89k | 147.65 |
| 2021-03-31 | $13M | 89k | 141.24 |
| 2020-12-31 | $12M | 90k | 128.01 |
| 2020-09-30 | $10M | 89k | 112.45 |
| 2020-06-30 | $7.2M | 67k | 108.21 |
| 2020-03-31 | $6.5M | 68k | 96.25 |
| 2019-12-31 | $13M | 100k | 130.09 |
| 2019-09-30 | $8.5M | 71k | 119.14 |
| 2019-06-30 | $8.7M | 75k | 116.57 |
| 2019-03-31 | $9.6M | 85k | 112.74 |
| 2018-12-31 | $1.5M | 83k | 18.04 |
| 2018-09-30 | $4.8M | 57k | 84.29 |
| 2018-06-30 | $7.0M | 63k | 110.06 |
| 2018-03-31 | $7.1M | 65k | 109.33 |
| 2017-12-31 | $6.6M | 58k | 114.23 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management