iShares S&P 1500 Index Fund shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp 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 Consolidated Planning Corp
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.1M | 25k | 125.62 |
2024-06-30 | $3.0M | 25k | 118.78 |
2024-03-31 | $3.2M | 28k | 115.30 |
2023-12-31 | $3.1M | 30k | 105.23 |
2023-09-30 | $2.8M | 30k | 94.19 |
2023-06-30 | $2.9M | 30k | 97.84 |
2023-03-31 | $2.8M | 31k | 90.55 |
2022-12-31 | $2.8M | 34k | 84.80 |
2022-09-30 | $3.1M | 39k | 79.54 |
2022-06-30 | $3.0M | 36k | 83.78 |
2022-03-31 | $3.9M | 39k | 100.93 |
2021-12-31 | $4.1M | 39k | 106.98 |
2021-09-30 | $3.7M | 38k | 98.38 |
2021-06-30 | $3.7M | 38k | 98.76 |
2021-03-31 | $3.4M | 38k | 91.59 |
2020-12-31 | $3.2M | 38k | 86.20 |
2020-09-30 | $2.8M | 38k | 75.49 |
2020-06-30 | $2.6M | 38k | 69.44 |
2020-03-31 | $626k | 11k | 57.22 |
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