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
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Global Financial Private Client
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 1.5k | 145.65 |
| 2025-06-30 | $202k | 1.5k | 135.04 |
| 2025-03-31 | $182k | 1.5k | 122.01 |
| 2024-12-31 | $192k | 1.5k | 128.62 |
| 2024-09-30 | $188k | 1.5k | 125.62 |
| 2024-06-30 | $178k | 1.5k | 118.78 |
| 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 |
More positions owned by Global Financial Private Client
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