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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

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
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