iShares S&P 1500 Index Fund shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth 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 BDO Wealth Advisors 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 BDO Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $8.4M | 86k | 97.84 |
2023-03-31 | $7.7M | 86k | 90.55 |
2022-12-31 | $7.4M | 88k | 84.80 |
2022-09-30 | $8.9M | 106k | 83.78 |
2022-06-30 | $8.9M | 106k | 83.78 |
2022-03-31 | $12M | 115k | 100.94 |
2021-12-31 | $28M | 259k | 106.98 |
2021-09-30 | $28M | 286k | 98.38 |
2021-06-30 | $29M | 297k | 98.76 |
2021-03-31 | $28M | 308k | 91.60 |
2020-12-31 | $31M | 361k | 86.22 |
2020-09-30 | $28M | 369k | 75.49 |
2020-06-30 | $27M | 391k | 69.44 |
2020-03-31 | $23M | 401k | 57.21 |
2019-12-31 | $999 | 19 | 52.63 |
2019-09-30 | $11k | 168 | 65.48 |
2019-06-30 | $11k | 167 | 65.87 |
2019-03-31 | $11k | 166 | 66.27 |
2018-12-31 | $9.0k | 165 | 54.55 |
2018-09-30 | $21k | 313 | 67.09 |
2018-06-30 | $20k | 312 | 64.10 |
2018-03-31 | $22k | 372 | 59.14 |
2017-06-30 | $23k | 415 | 55.42 |