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iShares S&P 1500 Index Fund shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 23k 115.30
2023-12-31 $2.4M 23k 105.23
2023-09-30 $2.2M 23k 94.19
2023-06-30 $2.3M 24k 97.84
2023-03-31 $2.2M 25k 90.55
2022-12-31 $2.1M 25k 84.80
2022-09-30 $2.0M 25k 79.58
2022-06-30 $2.1M 25k 83.78
2022-03-31 $2.6M 26k 100.88
2021-12-31 $2.5M 24k 106.97
2021-09-30 $2.2M 22k 98.35
2021-06-30 $2.2M 22k 98.75
2021-03-31 $2.0M 22k 91.55
2020-12-31 $2.1M 25k 86.21
2020-09-30 $1.7M 22k 75.43
2020-06-30 $646k 9.3k 69.57