iShares S&P 1500 Index Fund shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 167k | 125.62 |
| 2024-06-30 | $8.0M | 68k | 118.78 |
| 2024-03-31 | $7.0M | 60k | 115.30 |
| 2023-12-31 | $6.0M | 57k | 105.23 |
| 2023-09-30 | $5.2M | 56k | 94.19 |
| 2023-06-30 | $6.8M | 69k | 97.84 |
| 2023-03-31 | $6.7M | 74k | 90.55 |
| 2022-12-31 | $6.1M | 72k | 84.80 |
| 2022-09-30 | $6.4M | 80k | 79.54 |
| 2022-06-30 | $6.7M | 80k | 83.78 |
| 2022-03-31 | $7.7M | 77k | 100.94 |
| 2021-12-31 | $7.1M | 67k | 106.99 |
| 2021-09-30 | $5.6M | 57k | 98.39 |
| 2021-06-30 | $4.4M | 44k | 98.77 |
| 2021-03-31 | $2.9M | 32k | 91.60 |
| 2020-12-31 | $1.9M | 22k | 86.22 |
| 2020-09-30 | $1.5M | 19k | 75.45 |
| 2020-06-30 | $2.0M | 28k | 69.44 |
| 2020-03-31 | $1.6M | 28k | 57.21 |
| 2019-12-31 | $2.5M | 34k | 72.70 |
| 2019-09-30 | $2.3M | 34k | 67.07 |
| 2019-06-30 | $2.1M | 32k | 66.63 |
| 2019-03-31 | $1.9M | 30k | 64.40 |
| 2018-12-31 | $15M | 175k | 87.53 |
More positions owned by Great Valley Advisor Group
View all positions for Great Valley Advisor Group