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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by LLBH Private Wealth Management 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
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

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
First Trust New Opportunities (FPL)
Exxon Mobil Corporation (XOM)
Target Hospitality Corp (TH)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Blackstone Group Inc Com Cl A (BX)

View all positions for LLBH Private Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund