iShares S&P 1500 Index Fund shares owned by 55i
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by 55i
from 13F filings
Historical chart of 55i investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by 55i
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $30M | 375k | 79.54 |
| 2022-06-30 | $20M | 234k | 83.78 |
| 2022-03-31 | $9.1M | 90k | 100.94 |
| 2021-12-31 | $9.7M | 91k | 106.98 |
| 2021-09-30 | $5.7M | 58k | 98.38 |
| 2021-06-30 | $2.1M | 21k | 98.75 |
| 2021-03-31 | $973k | 11k | 91.64 |
| 2020-12-31 | $571k | 6.6k | 86.27 |
| 2020-09-30 | $697k | 9.2k | 75.49 |
| 2020-06-30 | $448k | 6.5k | 69.41 |
| 2020-03-31 | $962k | 16k | 61.75 |
| 2019-12-31 | $1.4M | 19k | 72.69 |
| 2019-09-30 | $1.5M | 22k | 67.06 |
| 2019-06-30 | $2.1M | 31k | 66.63 |
| 2019-03-31 | $2.4M | 37k | 64.39 |
| 2018-12-31 | $1.8M | 32k | 56.77 |