iShares S&P 1500 Index Fund shares owned by First Personal Financial Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by First Personal Financial Services
from 13F filings
Historical chart of First Personal Financial Services investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by First Personal Financial Services 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 First Personal Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $149k | 1.2k | 125.67 |
2024-06-30 | $141k | 1.2k | 118.83 |
2024-03-31 | $137k | 1.2k | 115.34 |
2023-12-31 | $125k | 1.2k | 105.26 |
2023-09-30 | $112k | 1.2k | 94.21 |
2023-06-30 | $116k | 1.2k | 97.87 |
2023-03-31 | $108k | 1.2k | 90.57 |
2022-12-31 | $148k | 1.7k | 84.80 |
2022-09-30 | $139k | 1.7k | 79.70 |
2022-06-30 | $47k | 564 | 83.33 |
2022-03-31 | $57k | 564 | 101.06 |
2021-12-31 | $60k | 564 | 106.38 |
2021-09-30 | $55k | 564 | 97.52 |
2021-06-30 | $56k | 564 | 99.29 |
2019-09-30 | $27k | 400 | 67.50 |
2019-06-30 | $27k | 400 | 67.50 |
2019-03-31 | $26k | 400 | 65.00 |
2018-12-31 | $23k | 400 | 57.50 |
2018-09-30 | $27k | 400 | 67.50 |
2018-06-30 | $25k | 400 | 62.50 |
2018-03-31 | $24k | 400 | 60.00 |
2017-12-31 | $24k | 400 | 60.00 |
2017-09-30 | $23k | 400 | 57.50 |
2017-06-30 | $22k | 400 | 55.00 |
2017-03-31 | $22k | 400 | 55.00 |
2016-12-31 | $21k | 400 | 52.50 |
2016-09-30 | $20k | 400 | 50.00 |
2015-12-31 | $28k | 297 | 94.28 |
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