iShares S&P 1500 Index Fund shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 11k | 125.62 |
| 2024-06-30 | $1.3M | 11k | 118.78 |
| 2024-03-31 | $1.3M | 11k | 115.30 |
| 2023-12-31 | $1.2M | 12k | 105.23 |
| 2023-09-30 | $1.1M | 12k | 94.63 |
| 2023-06-30 | $1.1M | 12k | 97.84 |
| 2023-03-31 | $1.0M | 12k | 90.55 |
| 2022-12-31 | $977k | 12k | 84.80 |
| 2022-09-30 | $917k | 12k | 79.57 |