iShares S&P 1500 Index Fund shares owned by Family Management Corporation
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 85k | 125.62 |
| 2024-06-30 | $8.9M | 75k | 118.78 |
| 2024-03-31 | $7.5M | 65k | 115.30 |
| 2023-12-31 | $6.5M | 62k | 105.23 |
| 2023-09-30 | $5.7M | 61k | 94.19 |
| 2023-06-30 | $6.6M | 68k | 97.84 |
| 2023-03-31 | $11M | 118k | 90.55 |
| 2022-12-31 | $11M | 135k | 84.80 |
| 2022-09-30 | $12M | 148k | 79.54 |
| 2022-06-30 | $13M | 159k | 83.78 |
| 2022-03-31 | $16M | 153k | 100.94 |
| 2021-12-31 | $14M | 130k | 106.98 |
| 2021-09-30 | $11M | 108k | 98.38 |
| 2021-06-30 | $11M | 107k | 98.76 |
| 2021-03-31 | $7.8M | 86k | 91.60 |
| 2020-12-31 | $11M | 125k | 86.22 |
| 2020-09-30 | $10M | 138k | 75.49 |
| 2020-06-30 | $11M | 157k | 69.44 |
| 2020-03-31 | $11M | 188k | 57.21 |
| 2019-12-31 | $11M | 153k | 72.69 |
| 2019-09-30 | $11M | 159k | 67.07 |
| 2019-06-30 | $12M | 177k | 66.63 |
| 2019-03-31 | $10M | 156k | 64.40 |
| 2018-12-31 | $9.7M | 172k | 56.76 |
More positions owned by Family Management Corporation
View all positions for Family Management Corporation