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iShares S&P 1500 Index Fund shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust 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 Burke & Herbert Bank & Trust 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 Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 2.2k 145.65
2025-06-30 $300k 2.2k 135.04
2025-03-31 $271k 2.2k 122.01
2024-12-31 $286k 2.2k 128.62
2024-09-30 $279k 2.2k 125.62
2024-06-30 $264k 2.2k 118.78