iShares S&P 1500 Index Fund shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $790k | 6.3k | 125.62 |
| 2024-06-30 | $706k | 5.9k | 118.79 |
| 2024-03-31 | $730k | 6.3k | 115.31 |
| 2023-12-31 | $801k | 7.6k | 105.23 |
| 2023-09-30 | $705k | 7.5k | 94.19 |
| 2023-06-30 | $723k | 7.4k | 97.84 |
| 2023-03-31 | $669k | 7.4k | 90.54 |
| 2022-12-31 | $628k | 7.4k | 84.80 |
| 2022-09-30 | $572k | 7.2k | 79.49 |
| 2022-06-30 | $708k | 8.5k | 83.79 |
| 2022-03-31 | $804k | 8.0k | 100.95 |
| 2021-12-31 | $817k | 7.6k | 107.04 |
| 2021-09-30 | $659k | 6.7k | 98.31 |
| 2021-06-30 | $754k | 7.6k | 98.81 |
| 2021-03-31 | $688k | 7.5k | 91.57 |
| 2020-12-31 | $647k | 7.5k | 86.26 |
More positions owned by Charter Oak Capital Management
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