iShares S&P 1500 Index Fund shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth 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 Live Oak Private Wealth 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 Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $396k | 3.2k | 125.62 |
| 2024-06-30 | $375k | 3.2k | 118.78 |
| 2024-03-31 | $364k | 3.2k | 115.30 |
| 2023-12-31 | $285k | 2.7k | 105.23 |
| 2023-09-30 | $255k | 2.7k | 94.19 |
| 2023-06-30 | $265k | 2.7k | 97.84 |
| 2023-03-31 | $329k | 3.6k | 90.55 |
| 2022-12-31 | $230k | 2.7k | 84.80 |
| 2022-09-30 | $215k | 2.7k | 79.42 |