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
Download as csvQuarterly 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 |
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