iShares S&P 1500 Index Fund shares owned by Kerntke Otto McGlone Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Kerntke Otto McGlone Wealth Management Group
from 13F filings
Historical chart of Kerntke Otto McGlone Wealth Management Group investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Kerntke Otto McGlone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 15k | 125.63 |
| 2024-03-31 | $1.7M | 15k | 115.30 |
| 2023-12-31 | $2.1M | 20k | 105.23 |
| 2023-09-30 | $2.0M | 21k | 94.19 |
| 2023-06-30 | $2.2M | 23k | 97.84 |
| 2023-03-31 | $2.4M | 26k | 90.57 |
| 2022-12-31 | $3.4M | 40k | 84.79 |
| 2022-09-30 | $3.2M | 40k | 79.53 |
| 2022-06-30 | $4.0M | 48k | 83.78 |
| 2022-03-31 | $2.7M | 27k | 100.94 |
| 2021-12-31 | $11M | 106k | 106.98 |
| 2021-09-30 | $1.6M | 16k | 98.37 |
| 2021-06-30 | $12M | 124k | 98.76 |
| 2021-03-31 | $11M | 124k | 91.60 |
| 2020-12-31 | $11M | 126k | 86.22 |
| 2020-09-30 | $8.8M | 117k | 75.49 |
| 2020-06-30 | $8.2M | 118k | 69.44 |
| 2020-03-31 | $6.7M | 117k | 57.21 |
| 2019-12-31 | $7.3M | 101k | 72.69 |
More positions owned by Kerntke Otto McGlone Wealth Management Group
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