iShares S&P 1500 Index Fund shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 2.1k | 145.65 |
| 2025-06-30 | $306k | 2.3k | 135.04 |
| 2025-03-31 | $277k | 2.3k | 122.01 |
| 2024-12-31 | $277k | 2.2k | 128.62 |
| 2024-09-30 | $271k | 2.2k | 125.62 |
| 2024-06-30 | $256k | 2.2k | 118.78 |
| 2024-03-31 | $249k | 2.2k | 115.30 |
| 2023-12-31 | $227k | 2.2k | 105.23 |
| 2023-09-30 | $203k | 2.2k | 94.19 |
| 2023-06-30 | $211k | 2.2k | 97.84 |
| 2022-03-31 | $218k | 2.2k | 101.16 |
More positions owned by LLBH Private Wealth Management
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