iShares S&P 1500 Index Fund shares owned by NEXT Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $2.6M | 24k | 107.05 |
| 2021-09-30 | $1.8M | 18k | 98.37 |
| 2021-06-30 | $1.8M | 18k | 98.76 |
| 2021-03-31 | $1.8M | 20k | 91.61 |
| 2020-12-31 | $5.1M | 60k | 86.22 |
| 2020-09-30 | $1.7M | 23k | 75.49 |
| 2020-06-30 | $1.2M | 17k | 69.46 |
| 2020-03-31 | $959k | 17k | 57.17 |
| 2019-12-31 | $1.4M | 19k | 72.71 |
| 2019-09-30 | $1.1M | 17k | 67.00 |
| 2019-06-30 | $1.2M | 18k | 66.72 |
| 2019-03-31 | $654k | 10k | 64.32 |
| 2018-12-31 | $877k | 16k | 56.76 |
| 2018-09-30 | $358k | 5.4k | 66.54 |
| 2018-06-30 | $532k | 8.5k | 62.49 |
| 2018-03-31 | $1.0M | 17k | 60.46 |
| 2017-12-31 | $628k | 10k | 61.10 |
| 2017-09-30 | $215k | 3.7k | 58.46 |
| 2017-06-30 | $102k | 1.8k | 55.17 |
| 2017-03-31 | $122k | 2.2k | 54.54 |
| 2016-12-31 | $1.1M | 22k | 51.27 |
| 2016-09-30 | $325k | 6.6k | 49.57 |
| 2016-06-30 | $15k | 164 | 91.46 |
| 2016-03-31 | $9.0k | 100 | 90.00 |
| 2015-06-30 | $5.0k | 61 | 81.97 |
| 2015-03-31 | $5.0k | 61 | 81.97 |
| 2014-12-31 | $6.0k | 61 | 98.36 |
| 2014-09-30 | $48k | 535 | 89.72 |