iShares S&P 1500 Index Fund shares owned by First Foundation Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation 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 First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 93k | 145.65 |
| 2025-06-30 | $13M | 96k | 135.04 |
| 2025-03-31 | $12M | 97k | 122.01 |
| 2024-12-31 | $13M | 98k | 128.62 |
| 2024-09-30 | $15M | 117k | 125.62 |
| 2024-06-30 | $14M | 116k | 118.78 |
| 2024-03-31 | $14M | 122k | 115.30 |
| 2023-12-31 | $14M | 131k | 105.23 |
| 2023-09-30 | $14M | 152k | 94.19 |
| 2023-06-30 | $16M | 161k | 97.84 |
| 2023-03-31 | $15M | 170k | 90.55 |
| 2022-12-31 | $12M | 136k | 84.80 |
| 2022-09-30 | $4.3M | 54k | 79.53 |
| 2022-06-30 | $4.5M | 54k | 83.79 |
| 2022-03-31 | $3.0M | 30k | 100.94 |
| 2021-12-31 | $3.3M | 31k | 106.99 |
| 2021-09-30 | $3.0M | 31k | 98.37 |
| 2021-06-30 | $3.2M | 32k | 98.77 |
| 2021-03-31 | $2.9M | 32k | 91.60 |
| 2020-12-31 | $2.9M | 33k | 86.22 |
| 2020-09-30 | $2.5M | 33k | 75.48 |
| 2020-06-30 | $2.3M | 33k | 69.43 |
| 2020-03-31 | $2.0M | 35k | 57.20 |
| 2019-12-31 | $2.9M | 40k | 72.70 |
| 2019-09-30 | $2.8M | 42k | 67.08 |
| 2019-06-30 | $2.8M | 43k | 66.62 |
| 2019-03-31 | $3.1M | 48k | 64.39 |
| 2018-12-31 | $3.0M | 53k | 56.77 |
| 2018-09-30 | $3.5M | 53k | 66.64 |
| 2018-06-30 | $3.2M | 52k | 62.52 |
| 2018-03-31 | $3.2M | 54k | 60.46 |
| 2017-12-31 | $3.6M | 58k | 61.14 |
| 2017-09-30 | $2.7M | 47k | 57.64 |
| 2017-06-30 | $2.6M | 47k | 55.42 |
| 2017-03-31 | $2.5M | 47k | 54.03 |
| 2016-12-31 | $2.5M | 48k | 51.30 |
| 2016-09-30 | $2.7M | 54k | 49.53 |
| 2016-06-30 | $2.6M | 28k | 95.27 |
| 2016-03-31 | $6.0M | 65k | 93.36 |
| 2015-12-31 | $8.3M | 90k | 92.86 |
| 2015-09-30 | $2.5M | 28k | 87.60 |
| 2015-06-30 | $2.3M | 24k | 94.46 |
| 2015-03-31 | $2.5M | 26k | 94.74 |
| 2014-12-31 | $1.6M | 18k | 93.88 |
| 2014-09-30 | $1.3M | 14k | 89.70 |
| 2014-06-30 | $1.3M | 15k | 89.62 |
| 2014-03-31 | $1.3M | 15k | 85.74 |
| 2013-12-31 | $687k | 8.1k | 84.64 |
| 2013-09-30 | $453k | 5.9k | 77.15 |
| 2013-06-30 | $215k | 2.9k | 73.10 |