iShares S&P 1500 Index Fund shares owned by GM Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by GM Advisory
from 13F filings
Historical chart of GM Advisory investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by GM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 90k | 125.62 |
| 2024-06-30 | $11M | 90k | 118.78 |
| 2024-03-31 | $11M | 96k | 115.30 |
| 2023-12-31 | $10M | 96k | 105.23 |
| 2023-09-30 | $9.0M | 96k | 94.19 |
| 2023-06-30 | $9.4M | 96k | 97.84 |
| 2023-03-31 | $7.2M | 79k | 90.55 |
| 2022-12-31 | $3.7M | 44k | 84.80 |
| 2022-09-30 | $3.5M | 44k | 79.54 |
| 2022-06-30 | $3.7M | 44k | 83.78 |
| 2022-03-31 | $5.0M | 49k | 100.94 |
| 2021-12-31 | $5.9M | 55k | 106.98 |
| 2021-09-30 | $3.0M | 31k | 98.37 |
| 2021-06-30 | $3.0M | 30k | 98.75 |
| 2021-03-31 | $3.1M | 34k | 91.61 |
| 2020-12-31 | $897k | 10k | 86.23 |
| 2020-09-30 | $410k | 5.4k | 75.49 |