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iShares S&P 1500 Index Fund shares owned by Geller Family Office Services

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Geller Family Office Services from 13F filings

Historical chart of Geller Family Office Services 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 Geller Family Office Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Geller Family Office Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 14k 105.23
2023-09-30 $1.4M 14k 94.63
2023-06-30 $1.4M 14k 97.84

More positions owned by Geller Family Office Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
NVIDIA Corporation (NVDA)
Morgan Stanley Com New (MS)

View all positions for Geller Family Office Services

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund