iShares S&P 1500 Index Fund shares owned by Bouvel Investment Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bouvel Investment Partners
from 13F filings
Historical chart of Bouvel Investment Partners 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 Bouvel Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Bouvel Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $951k | 8.2k | 115.30 |
| 2023-12-31 | $869k | 8.3k | 105.23 |
| 2023-09-30 | $779k | 8.3k | 94.19 |
| 2023-06-30 | $693k | 7.1k | 97.84 |
| 2023-03-31 | $658k | 7.3k | 90.55 |
| 2022-12-31 | $645k | 7.6k | 84.80 |
| 2022-09-30 | $579k | 7.3k | 79.49 |
| 2022-06-30 | $514k | 6.1k | 83.74 |
| 2022-03-31 | $604k | 6.0k | 101.02 |
| 2021-12-31 | $683k | 6.4k | 107.05 |
| 2021-09-30 | $623k | 6.3k | 98.34 |
| 2021-06-30 | $636k | 6.4k | 98.77 |
| 2021-03-31 | $586k | 6.4k | 91.56 |
| 2020-12-31 | $642k | 7.4k | 86.27 |
More positions owned by Bouvel Investment Partners
View all positions for Bouvel Investment Partners