iShares S&P 1500 Index Fund shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $94k | 645 | 145.65 |
| 2025-06-30 | $87k | 645 | 135.04 |
| 2025-03-31 | $112k | 920 | 122.01 |
| 2024-12-31 | $110k | 853 | 128.62 |
| 2024-09-30 | $113k | 900 | 125.62 |
| 2021-12-31 | $91k | 907 | 100.33 |
| 2020-09-30 | $833k | 11k | 75.52 |
| 2020-06-30 | $901k | 13k | 69.43 |
| 2020-03-31 | $2.3M | 40k | 57.21 |
| 2019-12-31 | $3.3M | 45k | 72.69 |
| 2019-09-30 | $2.9M | 43k | 67.08 |
| 2019-06-30 | $2.7M | 40k | 66.62 |
| 2019-03-31 | $2.1M | 33k | 64.39 |
| 2018-12-31 | $1.4M | 24k | 56.76 |
More positions owned by Bay Harbor Wealth Management
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