iShares S&P 1500 Index Fund shares owned by Key FInancial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Key FInancial
from 13F filings
Historical chart of Key FInancial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Key FInancial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $201k | 1.9k | 105.23 |
| 2023-09-30 | $179k | 1.9k | 94.19 |
| 2023-06-30 | $186k | 1.9k | 97.84 |
| 2023-03-31 | $178k | 2.0k | 90.55 |
| 2022-12-31 | $115k | 1.5k | 79.54 |
| 2022-09-30 | $115k | 1.5k | 79.26 |
| 2022-06-30 | $5.0k | 64 | 78.13 |
| 2022-03-31 | $6.0k | 64 | 93.75 |
| 2021-12-31 | $21k | 200 | 105.00 |
| 2021-09-30 | $20k | 200 | 100.00 |
| 2021-06-30 | $20k | 200 | 100.00 |
| 2021-03-31 | $6.0k | 64 | 93.75 |
| 2020-12-31 | $6.0k | 64 | 93.75 |