iShares S&P 1500 Index Fund shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $244k | 2.1k | 115.30 |
2023-12-31 | $156k | 1.5k | 105.24 |
2023-09-30 | $139k | 1.5k | 94.18 |
2023-06-30 | $143k | 1.5k | 97.87 |
2023-03-31 | $130k | 1.4k | 90.57 |
2022-12-31 | $60k | 712 | 84.85 |
2022-09-30 | $47k | 588 | 79.93 |
2022-06-30 | $47k | 561 | 83.78 |
2022-03-31 | $50k | 497 | 100.60 |
2021-12-31 | $18k | 169 | 106.51 |
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