iShares S&P 1500 Index Fund shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. 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 Bradley & Co. Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.6M | 39k | 118.78 |
| 2024-03-31 | $4.5M | 39k | 115.30 |
| 2023-12-31 | $3.8M | 36k | 105.23 |
| 2023-09-30 | $2.5M | 27k | 94.19 |
| 2023-06-30 | $2.6M | 27k | 97.84 |
| 2023-03-31 | $2.4M | 27k | 90.55 |
| 2022-12-31 | $2.3M | 27k | 84.80 |
| 2022-09-30 | $2.0M | 25k | 79.53 |
| 2022-06-30 | $2.1M | 25k | 83.79 |
| 2022-03-31 | $2.4M | 24k | 100.96 |
| 2021-12-31 | $2.6M | 24k | 107.00 |
| 2021-09-30 | $2.4M | 24k | 98.39 |
| 2021-06-30 | $2.4M | 24k | 98.76 |
| 2021-03-31 | $2.2M | 24k | 91.60 |
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