iShares S&P 1500 Index Fund shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $48M | 413k | 115.30 |
| 2023-12-31 | $61M | 582k | 105.23 |
| 2023-09-30 | $71M | 755k | 94.19 |
| 2023-06-30 | $42M | 425k | 97.84 |
| 2023-03-31 | $39M | 429k | 90.55 |
| 2022-12-31 | $39M | 454k | 84.80 |
| 2022-09-30 | $30M | 380k | 79.54 |
| 2022-06-30 | $26M | 308k | 83.78 |
| 2022-03-31 | $24M | 234k | 100.94 |
| 2021-12-31 | $20M | 185k | 106.98 |
| 2021-09-30 | $18M | 185k | 98.38 |
| 2021-06-30 | $19M | 189k | 98.76 |
| 2021-03-31 | $17M | 187k | 91.60 |
| 2020-12-31 | $16M | 187k | 86.22 |
| 2020-09-30 | $15M | 194k | 75.49 |
| 2020-06-30 | $14M | 207k | 69.44 |
| 2020-03-31 | $13M | 227k | 57.21 |
| 2019-12-31 | $16M | 224k | 72.69 |
| 2019-09-30 | $16M | 234k | 67.07 |
| 2019-06-30 | $16M | 232k | 66.63 |
| 2019-03-31 | $14M | 217k | 64.40 |
| 2018-12-31 | $14M | 243k | 56.76 |
| 2018-09-30 | $8.9M | 133k | 66.63 |
| 2018-06-30 | $7.2M | 116k | 62.52 |
| 2018-03-31 | $6.4M | 103k | 62.08 |
| 2017-12-31 | $5.8M | 94k | 61.14 |
| 2017-09-30 | $5.1M | 88k | 57.63 |
| 2017-06-30 | $4.5M | 82k | 55.41 |
| 2017-03-31 | $3.8M | 71k | 54.03 |
| 2016-12-31 | $3.3M | 65k | 51.29 |
| 2016-09-30 | $3.0M | 61k | 49.53 |
| 2016-06-30 | $2.1M | 22k | 95.24 |
| 2016-03-31 | $564k | 6.0k | 93.30 |
| 2015-09-30 | $278k | 3.2k | 87.64 |
| 2015-06-30 | $230k | 2.4k | 94.30 |