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iShares S&P 1500 Index Fund shares owned by Northeast Financial Consultants

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

Historical chart of Northeast Financial Consultants 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 Northeast Financial Consultants 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 Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 222k 125.62
2024-06-30 $26M 219k 118.78
2024-03-31 $25M 219k 115.30
2023-12-31 $15M 141k 105.23
2023-09-30 $2.9M 30k 94.19

More positions owned by Northeast Financial Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Blackstone Secd Lending Common Stock (BXSL)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Golub Capital BDC (GBDC)
JPMorgan Chase & Co. (JPM)
Pfizer (PFE)

View all positions for Northeast Financial Consultants

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund