LM Advisors »

iShares S&P 1500 Index Fund shares owned by LM Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in iShares S&P 1500 Index Fund

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025200k210k220k230k240k18871,887.518881,888.51889
Value ($)Share countHistorical ITOT position of LM Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $243k 1.9k 128.71
2024-09-30 $237k 1.9k 125.53
2024-03-31 $218k 1.9k 115.47
2023-12-31 $199k 1.9k 105.23

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Coinbase Global Inc Calls Op
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)
Vanguard World Fd Health Car Etf Etf (VHT)
Meta Platforms Inc Cl A Cl A (META)

View all positions for LM Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Buckingham Strategic Partners
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors
AlTi Global

View all funds holding iShares S&P 1500 Index Fund