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iShares S&P 1500 Index Fund shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors 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 Coastal Investment Advisors 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 22k 105.23
2023-09-30 $2.1M 21k 97.84
2023-06-30 $2.1M 21k 97.84
2023-03-31 $1.9M 21k 90.55
2022-12-31 $1.8M 21k 84.80
2022-09-30 $1.7M 21k 79.52
2022-06-30 $1.8M 21k 84.62
2022-03-31 $2.1M 21k 100.96
2021-12-31 $2.4M 22k 106.97
2021-09-30 $2.2M 23k 98.36
2021-06-30 $2.2M 22k 98.77
2021-03-31 $2.1M 23k 91.60
2020-12-31 $1.7M 20k 86.21
2020-09-30 $1.5M 20k 75.47
2020-06-30 $1.3M 19k 69.44
2020-03-31 $1.2M 21k 57.22
2019-12-31 $1.3M 19k 71.05
2019-09-30 $1.0M 16k 64.22
2019-06-30 $1.0M 15k 65.69
2019-03-31 $876k 14k 63.49