iShares S&P 1500 Index Fund shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co 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 Carl P. Sherr & Co 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 Carl P. Sherr & Co
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $441k | 3.8k | 115.29 |
2023-12-31 | $418k | 4.0k | 105.22 |
2023-09-30 | $292k | 3.1k | 94.19 |
2023-06-30 | $309k | 3.2k | 97.84 |
2023-03-31 | $286k | 3.2k | 90.55 |
2022-12-31 | $268k | 3.2k | 84.80 |
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