iShares S&P 1500 Index Fund shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 199k | 145.65 |
| 2025-06-30 | $14M | 104k | 135.04 |
| 2025-03-31 | $13M | 103k | 122.01 |
| 2024-12-31 | $13M | 101k | 128.62 |
| 2024-09-30 | $1.3M | 11k | 125.62 |
| 2024-06-30 | $6.9M | 58k | 118.78 |
| 2024-03-31 | $975k | 8.5k | 115.30 |
| 2023-09-30 | $781k | 8.3k | 94.19 |
| 2023-06-30 | $4.1M | 42k | 97.84 |
| 2023-03-31 | $1.8M | 20k | 90.55 |
| 2022-12-31 | $9.3k | 110 | 84.80 |
| 2022-09-30 | $14k | 180 | 77.78 |
| 2022-06-30 | $9.0k | 110 | 81.82 |
| 2022-03-31 | $2.6M | 26k | 100.95 |
| 2021-12-31 | $1.8M | 17k | 106.97 |
| 2021-09-30 | $3.0k | 29 | 103.45 |
| 2021-06-30 | $3.0k | 29 | 103.45 |
| 2021-03-31 | $3.0k | 29 | 103.45 |
| 2020-12-31 | $2.0k | 29 | 68.97 |
| 2020-09-30 | $2.0k | 29 | 68.97 |
| 2020-06-30 | $2.0k | 29 | 68.97 |
| 2020-03-31 | $1.0k | 29 | 34.48 |
| 2019-12-31 | $3.0k | 42 | 71.43 |