iShares S&P 1500 Index Fund shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Latitude Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $290k | 2.3k | 125.60 |
| 2024-06-30 | $271k | 2.3k | 118.77 |
| 2024-03-31 | $250k | 2.2k | 115.29 |
| 2023-12-31 | $225k | 2.1k | 105.23 |
| 2023-06-30 | $207k | 2.1k | 97.84 |
| 2022-06-30 | $348k | 4.2k | 83.77 |
| 2022-03-31 | $541k | 5.4k | 101.01 |
| 2021-12-31 | $381k | 3.6k | 107.11 |
| 2021-09-30 | $344k | 3.5k | 98.43 |