iShares S&P 1500 Index Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 9.7k | 145.64 |
| 2025-06-30 | $1.3M | 9.5k | 135.04 |
| 2025-03-31 | $1.2M | 9.5k | 122.01 |
| 2024-12-31 | $1.2M | 9.5k | 128.61 |
| 2024-09-30 | $1.0M | 8.0k | 125.62 |
| 2024-06-30 | $945k | 8.0k | 118.79 |
| 2024-03-31 | $854k | 7.4k | 115.30 |
| 2023-12-31 | $773k | 7.3k | 105.23 |
| 2023-09-30 | $686k | 7.3k | 94.19 |
| 2023-06-30 | $711k | 7.3k | 97.84 |
| 2023-03-31 | $644k | 7.1k | 90.55 |
| 2022-12-31 | $601k | 7.1k | 84.80 |
| 2022-09-30 | $544k | 6.8k | 79.53 |
| 2022-06-30 | $569k | 6.8k | 83.74 |
| 2022-03-31 | $684k | 6.8k | 100.99 |
| 2021-12-31 | $721k | 6.7k | 106.94 |
| 2021-09-30 | $659k | 6.7k | 98.42 |
| 2021-06-30 | $655k | 6.6k | 98.76 |
| 2021-03-31 | $606k | 6.6k | 91.54 |
| 2020-12-31 | $565k | 6.6k | 86.26 |
| 2020-09-30 | $272k | 3.6k | 75.37 |
| 2019-12-31 | $25k | 349 | 71.63 |
More positions owned by Institute For Wealth Management
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