Ownership history in DOLIVER ADVISORS, LP · 34 quarters on record
This page tracks every 13F SEC filing in which DOLIVER ADVISORS, LP reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 20,625 | -1,035 | -4.8% | 3.53% | $14.1M | $683.12 |
| 2025 Q3 | ADDED | 21,660 | +1,428 | +7.1% | 3.75% | $14.5M | $665.17 |
| 2025 Q2 | ADDED | 20,232 | +122 | +0.6% | 3.44% | $12.6M | $615.21 |
| 2025 Q1 | ADDED | 20,110 | +304 | +1.5% | 3.18% | $11.3M | $555.02 |
| 2024 Q4 | ADDED | 19,806 | +3,052 | +18.2% | 3.24% | $11.7M | $579.67 |
| 2024 Q3 | REDUCED | 16,754 | -83 | -0.5% | 2.65% | $9.7M | $566.00 |
| 2024 Q2 | ADDED | 16,837 | +3,102 | +22.6% | 2.57% | $9.2M | $534.89 |
| 2024 Q1 | REDUCED | 13,735 | -483 | -3.4% | 2.03% | $7.2M | $512.33 |
| 2023 Q4 | REDUCED | 14,218 | -70 | -0.5% | 2.08% | $6.8M | $463.98 |
| 2023 Q3 | ADDED | 14,288 | +2,292 | +19.1% | 1.85% | $6.1M | $415.48 |
As of 2025 Q4 — sorted by position size