iShares S&P 1500 Index Fund shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.3M | 72k | 115.30 |
| 2023-12-31 | $4.9M | 47k | 105.23 |
| 2023-09-30 | $13M | 134k | 94.19 |
| 2023-06-30 | $15M | 154k | 97.84 |
| 2023-03-31 | $15M | 167k | 90.55 |
| 2022-12-31 | $15M | 176k | 84.80 |
| 2022-09-30 | $14M | 179k | 79.54 |
| 2022-06-30 | $15M | 181k | 83.78 |
| 2022-03-31 | $21M | 206k | 100.94 |
| 2021-12-31 | $22M | 208k | 106.98 |
| 2021-09-30 | $22M | 220k | 98.38 |
| 2021-06-30 | $23M | 231k | 98.76 |
| 2021-03-31 | $20M | 214k | 91.60 |
| 2020-12-31 | $19M | 225k | 86.22 |
| 2020-09-30 | $17M | 230k | 75.49 |
| 2020-06-30 | $14M | 199k | 69.44 |
| 2020-03-31 | $13M | 221k | 57.21 |
| 2019-12-31 | $24M | 328k | 72.69 |
| 2019-09-30 | $22M | 329k | 67.07 |
| 2019-06-30 | $21M | 308k | 66.63 |
| 2019-03-31 | $19M | 300k | 64.40 |
| 2018-12-31 | $16M | 273k | 56.76 |
| 2018-09-30 | $19M | 284k | 66.63 |
| 2018-06-30 | $19M | 297k | 62.52 |
| 2018-03-31 | $18M | 289k | 60.46 |
| 2017-12-31 | $15M | 242k | 61.14 |
| 2017-09-30 | $12M | 210k | 57.63 |
| 2017-06-30 | $9.0M | 163k | 55.42 |
| 2017-03-31 | $17M | 307k | 54.03 |
| 2016-12-31 | $7.3M | 142k | 51.29 |
| 2016-09-30 | $4.3M | 86k | 49.53 |
| 2016-06-30 | $11M | 110k | 95.25 |
| 2016-03-31 | $9.2M | 99k | 93.36 |
| 2015-12-31 | $3.3M | 36k | 92.88 |
| 2015-09-30 | $2.5M | 29k | 87.62 |
| 2015-06-30 | $3.4M | 36k | 94.45 |
| 2015-03-31 | $3.9M | 41k | 94.73 |
| 2014-12-31 | $14M | 147k | 93.89 |