iShares S&P 1500 Index Fund shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 133k | 115.30 |
| 2023-12-31 | $14M | 137k | 105.23 |
| 2023-09-30 | $13M | 134k | 94.19 |
| 2023-06-30 | $13M | 136k | 97.84 |
| 2023-03-31 | $12M | 136k | 90.55 |
| 2022-12-31 | $11M | 133k | 84.80 |
| 2022-09-30 | $8.1M | 101k | 79.54 |
| 2022-06-30 | $3.3M | 40k | 83.78 |
| 2022-03-31 | $3.0M | 30k | 100.93 |
| 2021-12-31 | $3.2M | 30k | 106.97 |
| 2021-09-30 | $2.8M | 29k | 98.39 |
| 2021-06-30 | $3.1M | 31k | 98.77 |
| 2021-03-31 | $2.9M | 32k | 91.59 |
| 2020-12-31 | $3.0M | 35k | 86.21 |
More positions owned by Oakwell Private Wealth Management
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