iShares S&P 1500 Index Fund shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners 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 Meridian Wealth Partners 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 Meridian Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.2M | 13k | 94.19 |
2023-06-30 | $1.3M | 13k | 97.84 |
2023-03-31 | $1.2M | 13k | 90.55 |
2022-12-31 | $1.1M | 13k | 84.80 |
2022-09-30 | $1.1M | 13k | 79.55 |
2022-06-30 | $1.2M | 14k | 83.79 |
2022-03-31 | $1.4M | 14k | 100.97 |
2021-12-31 | $1.5M | 14k | 106.98 |
2021-09-30 | $1.4M | 14k | 98.36 |
2021-06-30 | $1.4M | 14k | 98.78 |
2021-03-31 | $1.3M | 14k | 91.61 |
2020-12-31 | $1.2M | 14k | 86.24 |
2020-09-30 | $1.0M | 14k | 75.49 |
2020-06-30 | $956k | 14k | 69.43 |
2020-03-31 | $788k | 14k | 57.23 |