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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Aptus Capital Advisors 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 Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
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