iShares S&P 1500 Index Fund shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.1M | 26k | 118.78 |
| 2024-03-31 | $3.0M | 26k | 115.30 |
| 2023-12-31 | $2.7M | 26k | 105.23 |
| 2023-09-30 | $2.4M | 25k | 94.19 |
| 2023-06-30 | $2.4M | 24k | 97.84 |
| 2023-03-31 | $2.2M | 24k | 90.55 |
| 2022-12-31 | $2.1M | 24k | 84.80 |
| 2022-09-30 | $1.6M | 20k | 79.55 |
| 2022-06-30 | $2.1M | 25k | 83.77 |
| 2022-03-31 | $1.9M | 20k | 97.67 |
| 2021-12-31 | $2.1M | 20k | 106.97 |
| 2021-09-30 | $1.9M | 19k | 98.39 |
| 2021-06-30 | $1.9M | 19k | 98.75 |
| 2021-03-31 | $1.8M | 19k | 91.62 |
| 2020-12-31 | $1.7M | 19k | 86.21 |
| 2020-09-30 | $1.4M | 19k | 75.49 |
| 2020-06-30 | $1.1M | 16k | 69.43 |
| 2020-03-31 | $1.0M | 18k | 57.20 |
| 2019-12-31 | $644k | 8.9k | 72.69 |
| 2019-09-30 | $469k | 7.0k | 67.00 |
| 2019-06-30 | $350k | 5.3k | 66.67 |