iShares S&P 1500 Index Fund shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 222k | 125.62 |
| 2024-06-30 | $26M | 222k | 118.78 |
| 2024-03-31 | $27M | 234k | 115.30 |
| 2023-12-31 | $24M | 231k | 105.23 |
| 2023-09-30 | $28M | 298k | 94.19 |
| 2023-06-30 | $28M | 283k | 97.84 |
| 2023-03-31 | $22M | 238k | 90.55 |
| 2022-12-31 | $19M | 225k | 84.80 |
| 2022-09-30 | $20M | 250k | 79.57 |
| 2022-06-30 | $21M | 249k | 83.82 |
| 2022-03-31 | $30M | 294k | 100.94 |
| 2021-12-31 | $29M | 268k | 106.98 |
| 2021-09-30 | $28M | 281k | 98.38 |
| 2021-06-30 | $43M | 439k | 98.76 |
| 2021-03-31 | $41M | 447k | 91.60 |
| 2020-12-31 | $31M | 359k | 86.24 |
| 2020-09-30 | $1.3M | 17k | 75.46 |
| 2020-06-30 | $554k | 8.0k | 69.36 |
| 2020-03-31 | $458k | 8.0k | 57.01 |
| 2019-12-31 | $628k | 8.6k | 72.62 |