iShares S&P 1500 Index Fund shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 15k | 115.30 |
| 2023-12-31 | $1.6M | 15k | 105.23 |
| 2023-09-30 | $1.3M | 14k | 94.19 |
| 2023-06-30 | $1.0M | 11k | 97.84 |
| 2023-03-31 | $890k | 9.8k | 90.55 |
| 2022-12-31 | $665k | 7.8k | 84.79 |
| 2022-09-30 | $556k | 6.6k | 83.81 |
| 2022-06-30 | $556k | 6.6k | 83.81 |
| 2022-03-31 | $895k | 8.4k | 106.99 |
| 2021-12-31 | $895k | 8.4k | 106.99 |
| 2021-09-30 | $860k | 8.7k | 98.42 |
| 2021-06-30 | $890k | 9.0k | 98.78 |
| 2021-03-31 | $690k | 7.5k | 91.60 |
| 2020-12-31 | $983k | 11k | 86.21 |
| 2020-09-30 | $862k | 11k | 75.52 |
| 2020-06-30 | $812k | 12k | 69.43 |
| 2020-03-31 | $593k | 10k | 57.20 |
| 2019-12-31 | $654k | 9.0k | 72.64 |
| 2019-09-30 | $592k | 8.8k | 67.08 |
| 2019-06-30 | $550k | 8.3k | 66.59 |
| 2019-03-31 | $538k | 8.3k | 64.45 |
| 2018-12-31 | $576k | 8.6k | 66.66 |