iShares S&P 1500 Index Fund shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 14k | 125.62 |
| 2024-06-30 | $2.0M | 17k | 118.78 |
| 2024-03-31 | $2.0M | 17k | 115.30 |
| 2023-12-31 | $1.9M | 18k | 105.23 |
| 2023-09-30 | $1.7M | 18k | 94.19 |
| 2023-06-30 | $1.3M | 13k | 97.84 |
| 2023-03-31 | $1.2M | 13k | 90.55 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $1.2M | 15k | 79.57 |
| 2022-06-30 | $1.1M | 13k | 83.76 |
| 2022-03-31 | $797k | 7.9k | 100.91 |
| 2021-12-31 | $943k | 8.8k | 107.03 |
| 2021-09-30 | $865k | 8.8k | 98.34 |
| 2021-06-30 | $847k | 8.6k | 98.72 |
| 2021-03-31 | $786k | 8.6k | 91.61 |
| 2020-12-31 | $594k | 6.9k | 86.16 |
| 2020-09-30 | $204k | 2.7k | 75.47 |
| 2019-09-30 | $287k | 4.3k | 66.99 |