iShares S&P 1500 Index Fund shares owned by Family Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Family Asset Management
from 13F filings
Historical chart of Family Asset Management 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 Family Asset Management 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 Family Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 13k | 125.62 |
2024-06-30 | $1.5M | 13k | 118.78 |
2024-03-31 | $1.6M | 14k | 115.30 |
2023-12-31 | $1.5M | 14k | 105.23 |
2023-09-30 | $1.4M | 15k | 94.19 |
2023-06-30 | $2.3M | 23k | 97.84 |
2023-03-31 | $2.4M | 27k | 90.55 |
2022-12-31 | $2.6M | 30k | 84.80 |