iShares S&P 1500 Index Fund shares owned by Carroll Financial Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Carroll Financial Associates
from 13F filings
Historical chart of Carroll Financial Associates investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Carroll Financial Associates 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 Carroll Financial Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-12-31 | $4.1M | 39k | 107.60 |
2021-09-30 | $3.0M | 31k | 98.38 |
2021-06-30 | $3.4M | 34k | 98.75 |
2021-03-31 | $3.2M | 35k | 91.60 |
2020-12-31 | $3.2M | 37k | 86.21 |
2020-09-30 | $4.1M | 54k | 75.49 |
2020-06-30 | $3.4M | 49k | 69.43 |
2020-03-31 | $3.6M | 63k | 57.21 |
2019-12-31 | $3.5M | 49k | 72.67 |
2019-09-30 | $2.4M | 36k | 67.05 |
2019-06-30 | $2.4M | 36k | 66.61 |
2019-03-31 | $2.4M | 37k | 64.39 |
2018-12-31 | $2.2M | 37k | 57.86 |
2018-09-30 | $2.7M | 41k | 66.61 |
2018-06-30 | $2.5M | 40k | 62.52 |
2018-03-31 | $2.0M | 33k | 60.46 |
2017-12-31 | $2.0M | 33k | 61.12 |
2017-09-30 | $1.9M | 33k | 58.45 |
2017-06-30 | $1.5M | 27k | 55.41 |
2017-03-31 | $1.2M | 23k | 54.02 |
2016-12-31 | $564k | 11k | 51.26 |
2016-09-30 | $25k | 505 | 49.50 |
More positions owned by Carroll Financial Associates
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