iShares S&P 1500 Index Fund shares owned by Barrett & Company
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company 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 Barrett & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Barrett & Company
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $288k | 2.5k | 115.28 |
2023-12-31 | $262k | 2.5k | 105.24 |
2023-09-30 | $234k | 2.5k | 94.17 |
2023-06-30 | $243k | 2.5k | 97.82 |
2023-03-31 | $224k | 2.5k | 90.54 |
2022-12-31 | $209k | 2.5k | 84.78 |
2022-09-30 | $209k | 2.5k | 84.78 |