iShares S&P 1500 Index Fund shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private 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 Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $591k | 5.1k | 115.30 |
| 2023-12-31 | $726k | 6.9k | 105.23 |
| 2023-09-30 | $687k | 7.3k | 94.19 |
| 2023-06-30 | $725k | 7.4k | 97.84 |
| 2023-03-31 | $682k | 7.5k | 90.55 |
| 2022-12-31 | $654k | 7.7k | 84.80 |
| 2022-09-30 | $705k | 8.9k | 79.52 |
| 2022-06-30 | $912k | 11k | 83.74 |
More positions owned by Blue Bell Private Wealth Management
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