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
Download as csv Download as ExcelQuarterly 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 |