iShares S&P 1500 Index Fund shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 20k | 128.62 |
| 2024-09-30 | $2.5M | 20k | 125.62 |
| 2024-06-30 | $2.4M | 21k | 118.78 |
| 2024-03-31 | $2.5M | 21k | 115.30 |
| 2023-12-31 | $7.1M | 67k | 105.23 |
| 2023-09-30 | $6.6M | 70k | 94.19 |
| 2023-06-30 | $6.9M | 71k | 97.84 |
| 2023-03-31 | $6.6M | 73k | 90.55 |
| 2022-12-31 | $6.2M | 74k | 84.80 |
| 2022-09-30 | $6.2M | 79k | 79.53 |
| 2022-06-30 | $6.6M | 79k | 83.78 |
| 2022-03-31 | $8.1M | 80k | 100.95 |
| 2021-12-31 | $8.7M | 81k | 106.98 |
| 2021-09-30 | $8.1M | 82k | 98.38 |
| 2021-06-30 | $8.3M | 84k | 98.76 |
| 2021-03-31 | $7.8M | 85k | 91.60 |
| 2020-12-31 | $8.3M | 96k | 86.21 |
| 2020-09-30 | $6.7M | 97k | 69.43 |
| 2020-06-30 | $6.7M | 97k | 69.43 |
| 2020-03-31 | $5.5M | 97k | 57.21 |
| 2019-12-31 | $7.1M | 97k | 72.69 |
| 2019-09-30 | $6.2M | 93k | 67.07 |
| 2019-06-30 | $5.4M | 81k | 66.63 |
| 2019-03-31 | $5.1M | 79k | 64.39 |
| 2018-12-31 | $3.9M | 68k | 56.76 |
More positions owned by Great Point Wealth Advisors
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