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iShares S&P 1500 Index Fund shares owned by Amg National Trust Bank

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Amg National Trust Bank from 13F filings

Historical chart of Amg National Trust Bank 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 Amg National Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Amg National Trust Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $428k 3.4k 125.62
2024-06-30 $1.2M 10k 118.78
2024-03-31 $390k 3.4k 115.30
2023-12-31 $356k 3.4k 105.23
2023-09-30 $319k 3.4k 94.19
2023-06-30 $340k 3.5k 97.84
2023-03-31 $333k 3.7k 90.55
2022-12-31 $313k 3.7k 84.80
2022-09-30 $914k 12k 79.59
2022-06-30 $278k 3.3k 84.37
2022-03-31 $325k 3.2k 100.96
2021-12-31 $344k 3.2k 106.87
2021-09-30 $317k 3.2k 98.48
2021-06-30 $463k 4.7k 98.66
2021-03-31 $493k 5.4k 91.67
2020-12-31 $466k 5.4k 86.25
2020-09-30 $416k 5.5k 75.53
2020-06-30 $295k 4.3k 69.36