iShares S&P 1500 Index Fund shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 28k | 145.65 |
| 2025-06-30 | $3.2M | 24k | 135.04 |
| 2025-03-31 | $3.1M | 25k | 122.01 |
| 2024-12-31 | $3.1M | 24k | 128.62 |
| 2024-09-30 | $2.9M | 23k | 125.62 |
| 2024-06-30 | $2.9M | 25k | 118.78 |
| 2024-03-31 | $2.8M | 24k | 115.30 |
| 2023-12-31 | $2.2M | 21k | 105.23 |
| 2023-09-30 | $708k | 7.5k | 94.19 |
| 2023-06-30 | $881k | 9.0k | 97.84 |
| 2023-03-31 | $718k | 7.9k | 90.55 |
| 2022-12-31 | $271M | 3.2M | 84.80 |
| 2022-09-30 | $268k | 3.4k | 79.55 |
| 2022-06-30 | $503k | 6.0k | 83.78 |
| 2022-03-31 | $331k | 3.3k | 100.95 |
| 2021-12-31 | $1.3M | 12k | 106.98 |
| 2021-09-30 | $1.2M | 12k | 98.38 |
| 2021-06-30 | $1.1M | 12k | 98.76 |
| 2018-06-30 | $114k | 1.8k | 62.64 |
More positions owned by Moneta Group Investment Advisors
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