iShares S&P 1500 Index Fund shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 16k | 105.23 |
| 2023-09-30 | $2.9M | 31k | 94.63 |
| 2023-06-30 | $2.0M | 20k | 97.84 |
| 2023-03-31 | $1.4M | 15k | 90.55 |
| 2022-12-31 | $1.3M | 15k | 84.80 |
| 2022-09-30 | $1.2M | 15k | 79.54 |
| 2022-06-30 | $1.4M | 15k | 92.22 |
| 2022-03-31 | $1.4M | 14k | 100.91 |
| 2021-12-31 | $1.4M | 14k | 100.78 |
| 2021-09-30 | $929k | 9.4k | 98.39 |
| 2021-06-30 | $932k | 9.4k | 98.71 |
| 2021-03-31 | $784k | 8.3k | 93.98 |
| 2020-12-31 | $760k | 8.3k | 91.94 |
| 2020-09-30 | $698k | 9.2k | 75.53 |
| 2020-06-30 | $701k | 9.2k | 76.06 |
| 2020-03-31 | $514k | 9.0k | 57.18 |
| 2019-12-31 | $674k | 9.3k | 72.67 |
| 2019-09-30 | $722k | 11k | 67.04 |
| 2019-06-30 | $698k | 11k | 66.45 |
| 2019-03-31 | $920k | 14k | 64.38 |
| 2018-12-31 | $2.5M | 40k | 62.69 |
More positions owned by Pensionmark Financial Group
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