iShares S&P 1500 Index Fund shares owned by Level Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors 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 Level Financial Advisors 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 Level Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $315k | 2.7k | 115.30 |
2023-12-31 | $288k | 2.7k | 105.23 |
2023-09-30 | $257k | 2.7k | 94.19 |
2023-06-30 | $267k | 2.7k | 97.84 |
2023-03-31 | $248k | 2.7k | 90.55 |
2022-12-31 | $232k | 2.7k | 84.89 |
2022-09-30 | $256k | 3.2k | 79.68 |
2022-06-30 | $269k | 3.2k | 83.72 |
2022-03-31 | $324k | 3.2k | 100.84 |
2021-12-31 | $344k | 3.2k | 107.07 |