iShares S&P 1500 Index Fund shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $109M | 943k | 115.30 |
| 2023-12-31 | $102M | 973k | 105.23 |
| 2023-09-30 | $93M | 991k | 94.19 |
| 2023-06-30 | $97M | 994k | 97.84 |
| 2023-03-31 | $88M | 974k | 90.55 |
| 2022-12-31 | $84M | 993k | 84.80 |
| 2022-09-30 | $77M | 968k | 79.54 |
| 2022-06-30 | $80M | 949k | 83.78 |
| 2022-03-31 | $83M | 945k | 88.14 |
| 2021-12-31 | $96M | 947k | 100.89 |
| 2021-09-30 | $95M | 958k | 99.16 |
| 2021-06-30 | $96M | 954k | 100.15 |
| 2021-03-31 | $89M | 938k | 94.35 |
| 2020-12-31 | $84M | 950k | 88.28 |
| 2020-09-30 | $73M | 937k | 77.96 |
| 2020-06-30 | $67M | 941k | 70.68 |
| 2020-03-31 | $51M | 915k | 55.71 |
| 2019-12-31 | $558k | 7.6k | 73.04 |
| 2019-09-30 | $519k | 7.7k | 67.01 |
| 2019-06-30 | $609k | 9.0k | 67.70 |
| 2019-03-31 | $610k | 9.5k | 64.35 |
| 2018-12-31 | $661k | 11k | 59.55 |
| 2018-09-30 | $1.0M | 16k | 66.63 |
| 2018-06-30 | $997k | 16k | 62.50 |
| 2018-03-31 | $1.1M | 19k | 60.46 |
| 2017-12-31 | $1.2M | 20k | 57.62 |
| 2017-09-30 | $1.2M | 20k | 57.62 |
| 2017-06-30 | $1.1M | 21k | 55.42 |
| 2017-03-31 | $1.3M | 25k | 54.05 |
| 2016-12-31 | $1.3M | 25k | 51.30 |
| 2016-09-30 | $1.4M | 27k | 49.54 |
| 2016-06-30 | $1.3M | 14k | 95.27 |
| 2016-03-31 | $1.3M | 14k | 93.35 |
| 2015-12-31 | $2.3M | 25k | 92.87 |