iShares S&P 1500 Index Fund shares owned by Private Ocean
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean 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 Private Ocean consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $88k | 765 | 115.24 |
| 2023-12-31 | $173k | 1.6k | 105.25 |
| 2023-09-30 | $72k | 765 | 94.14 |
| 2023-06-30 | $75k | 765 | 97.79 |
| 2023-03-31 | $149k | 1.6k | 90.57 |
| 2022-12-31 | $139k | 1.6k | 84.77 |
| 2022-09-30 | $130k | 1.6k | 79.12 |
| 2022-06-30 | $64k | 765 | 83.66 |
| 2022-03-31 | $77k | 765 | 100.65 |
| 2021-12-31 | $109k | 1.0k | 107.28 |
| 2021-09-30 | $75k | 765 | 98.04 |
| 2021-06-30 | $76k | 765 | 99.35 |
| 2021-03-31 | $70k | 764 | 91.62 |
| 2020-12-31 | $141k | 1.6k | 86.13 |
| 2020-09-30 | $124k | 1.6k | 75.79 |
| 2020-06-30 | $217k | 3.1k | 69.20 |
| 2020-03-31 | $226k | 4.0k | 57.06 |
| 2019-12-31 | $288k | 4.0k | 72.69 |
| 2019-09-30 | $152k | 2.3k | 67.11 |
| 2019-06-30 | $150k | 2.3k | 66.23 |
| 2019-03-31 | $169k | 2.6k | 64.26 |
| 2018-12-31 | $149k | 2.6k | 56.87 |
| 2018-09-30 | $231k | 3.5k | 66.69 |
| 2018-06-30 | $216k | 3.5k | 62.55 |
| 2018-03-31 | $208k | 3.5k | 60.24 |