iShares S&P 1500 Index Fund shares owned by Global Financial Private Client
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Global Financial Private Client
from 13F filings
Historical chart of Global Financial Private Client 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 Global Financial Private Client 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 Global Financial Private Client
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $172k | 1.5k | 115.02 |
2023-12-31 | $157k | 1.5k | 105.23 |
2023-09-30 | $141k | 1.5k | 94.03 |
2023-06-30 | $147k | 1.5k | 98.04 |
2023-03-31 | $136k | 1.5k | 90.81 |
2022-12-31 | $127k | 1.5k | 84.80 |
2022-09-30 | $122k | 1.5k | 81.54 |
2022-06-30 | $126k | 1.5k | 84.63 |
2022-03-31 | $151k | 1.5k | 101.37 |
2021-12-31 | $160k | 1.5k | 106.98 |
2021-09-30 | $149k | 1.5k | 99.64 |
2021-06-30 | $149k | 1.5k | 99.38 |
2021-03-31 | $139k | 1.5k | 92.76 |
2020-12-31 | $129k | 1.5k | 86.22 |
2020-09-30 | $231k | 3.0k | 76.07 |
2020-06-30 | $308k | 4.4k | 69.81 |
2020-03-31 | $495k | 9.1k | 54.49 |
2019-12-31 | $719k | 9.9k | 72.69 |
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