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iShares S&P 1500 Index Fund shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors from 13F filings

Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by Bay Colony Advisory Group, Inc d/b/a Bay Colony 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 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 13k 145.66
2025-06-30 $1.7M 12k 135.04
2025-03-31 $1.5M 12k 121.39
2024-12-31 $1.6M 13k 128.62
2024-09-30 $1.4M 12k 125.62
2024-06-30 $1.4M 12k 118.78
2024-03-31 $1.4M 12k 115.30
2023-12-31 $1.2M 12k 105.23
2023-09-30 $1.1M 12k 94.19
2023-06-30 $1.0M 11k 97.84
2023-03-31 $963k 11k 89.20
2022-12-31 $938k 11k 84.80
2022-09-30 $931k 12k 79.54
2022-06-30 $1.1M 12k 91.54
2022-03-31 $1.2M 12k 100.97
2021-12-31 $761k 7.1k 106.91
2021-09-30 $696k 7.1k 98.36
2021-06-30 $742k 7.5k 98.80
2021-03-31 $668k 7.3k 91.66
2020-12-31 $560k 6.5k 86.25
2020-09-30 $475k 6.3k 75.43
2020-06-30 $472k 6.8k 69.47
2020-03-31 $398k 7.0k 57.24
2019-12-31 $540k 7.2k 74.81
2019-09-30 $460k 6.9k 67.01
2019-06-30 $430k 6.5k 66.57
2019-03-31 $240k 3.8k 64.00
2018-06-30 $151k 2.4k 62.55

More positions owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
DNP Select Income Fund (DNP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
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Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund