iShares S&P 1500 Index Fund shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Badgley Phelps Wealth Managers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.2M | 26k | 125.62 |
2024-03-31 | $2.8M | 25k | 115.30 |
2023-12-31 | $2.6M | 25k | 105.23 |
2023-09-30 | $2.3M | 25k | 94.19 |
2023-06-30 | $2.4M | 25k | 97.84 |
2023-03-31 | $2.5M | 28k | 90.55 |
2022-12-31 | $665k | 7.8k | 84.80 |
More positions owned by Badgley Phelps Wealth Managers
View all positions for Badgley Phelps Wealth Managers