iShares S&P 1500 Index Fund shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset 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 Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Lodestar Private Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $473k | 3.8k | 125.63 |
2024-06-30 | $387k | 3.3k | 118.79 |
2024-03-31 | $388k | 3.4k | 115.30 |
2023-12-31 | $301k | 2.9k | 105.22 |
2023-09-30 | $268k | 2.8k | 94.19 |
2023-06-30 | $283k | 2.9k | 97.85 |
2023-03-31 | $281k | 3.1k | 90.54 |
2022-12-31 | $262k | 3.1k | 84.79 |
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