iShares S&P 1500 Index Fund shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 28k | 145.65 |
| 2025-06-30 | $3.9M | 29k | 135.04 |
| 2025-03-31 | $3.5M | 29k | 122.01 |
| 2024-12-31 | $3.7M | 29k | 128.62 |
| 2024-09-30 | $3.7M | 29k | 125.62 |
| 2024-06-30 | $3.4M | 29k | 118.78 |
| 2024-03-31 | $3.6M | 32k | 115.30 |
| 2023-12-31 | $3.7M | 35k | 105.23 |
| 2023-09-30 | $2.8M | 30k | 94.19 |
| 2023-06-30 | $3.2M | 33k | 97.84 |
| 2023-03-31 | $3.5M | 38k | 90.55 |
| 2022-12-31 | $4.5M | 54k | 84.80 |
| 2022-09-30 | $4.6M | 58k | 79.55 |
| 2022-06-30 | $4.9M | 59k | 83.79 |
| 2022-03-31 | $6.1M | 61k | 100.95 |
| 2021-12-31 | $5.7M | 53k | 106.99 |
| 2021-09-30 | $5.4M | 55k | 98.37 |
| 2021-06-30 | $5.0M | 50k | 98.75 |
| 2021-03-31 | $4.8M | 52k | 91.61 |
| 2020-12-31 | $4.4M | 51k | 86.22 |
| 2020-09-30 | $5.6M | 74k | 75.49 |
| 2020-06-30 | $7.5M | 109k | 69.44 |
| 2020-03-31 | $8.2M | 143k | 57.15 |
| 2019-12-31 | $7.5M | 103k | 72.65 |
| 2019-09-30 | $5.7M | 85k | 67.61 |
| 2019-06-30 | $5.3M | 80k | 66.63 |
| 2019-03-31 | $4.5M | 70k | 64.41 |
| 2018-12-31 | $457k | 8.1k | 56.75 |
More positions owned by Gladstone Institutional Advisory
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