iShares S&P 1500 Index Fund shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $20M | 145k | 135.04 |
| 2025-03-31 | $17M | 142k | 122.01 |
| 2024-12-31 | $20M | 157k | 128.62 |
| 2024-09-30 | $17M | 138k | 125.62 |
| 2024-06-30 | $16M | 136k | 118.78 |
| 2024-03-31 | $18M | 151k | 115.30 |
| 2023-12-31 | $16M | 154k | 105.23 |
| 2023-09-30 | $12M | 126k | 94.19 |
| 2023-06-30 | $11M | 117k | 97.84 |
| 2023-03-31 | $9.8M | 109k | 90.55 |
| 2022-12-31 | $9.8M | 116k | 84.80 |
| 2022-09-30 | $8.2M | 104k | 79.54 |
| 2022-06-30 | $9.1M | 109k | 83.78 |
| 2022-03-31 | $11M | 104k | 100.99 |
| 2021-12-31 | $10M | 94k | 106.99 |
| 2021-09-30 | $8.9M | 90k | 98.45 |
| 2021-06-30 | $9.0M | 91k | 98.82 |
| 2021-03-31 | $7.8M | 85k | 91.52 |
| 2020-12-31 | $6.8M | 78k | 86.26 |
| 2020-09-30 | $9.9M | 132k | 75.51 |
| 2020-06-30 | $6.2M | 89k | 69.44 |
| 2020-03-31 | $5.4M | 94k | 57.28 |
| 2019-12-31 | $8.2M | 112k | 72.74 |
| 2019-09-30 | $6.4M | 96k | 67.02 |
| 2019-06-30 | $5.4M | 81k | 66.63 |
| 2019-03-31 | $5.0M | 77k | 64.40 |
| 2018-12-31 | $3.6M | 63k | 56.87 |
More positions owned by H D Vest Advisory Services
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