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iShares S&P 1500 Index Fund shares owned by Bp Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bp Wealth Management from 13F filings

Historical chart of Bp Wealth Management 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 Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Bp Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $27M 223k 118.78
2024-03-31 $53M 464k 115.30
2023-12-31 $41M 385k 105.23
2023-09-30 $81M 857k 94.19
2023-06-30 $139M 1.4M 97.84
2023-03-31 $286M 3.2M 90.55
2022-12-31 $327M 3.9M 84.80
2022-09-30 $309M 3.9M 79.54
2022-06-30 $324M 3.9M 83.78
2022-03-31 $428M 4.2M 100.94
2021-12-31 $473M 4.4M 106.98
2021-09-30 $453M 4.6M 98.38
2021-06-30 $476M 4.8M 98.76
2021-03-31 $427M 4.7M 91.66
2020-12-31 $398M 4.6M 86.22
2020-09-30 $344M 4.6M 75.49
2020-06-30 $338M 4.9M 69.44
2020-03-31 $353M 6.2M 57.21
2019-12-31 $482M 6.6M 72.69
2019-09-30 $448M 6.7M 67.07