iShares S&P 1500 Index Fund shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors 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 Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $378k | 3.3k | 115.28 |
| 2023-12-31 | $343k | 3.3k | 105.22 |
| 2023-09-30 | $285k | 3.0k | 94.19 |
| 2023-06-30 | $294k | 3.0k | 97.83 |
| 2023-03-31 | $49k | 544 | 90.57 |
| 2022-12-31 | $45k | 525 | 84.72 |
| 2022-09-30 | $40k | 502 | 79.68 |
| 2022-06-30 | $41k | 486 | 84.36 |
| 2022-03-31 | $47k | 468 | 100.43 |
| 2021-12-31 | $49k | 454 | 107.93 |
| 2021-09-30 | $43k | 435 | 98.85 |
| 2021-06-30 | $1.0k | 10 | 100.00 |
| 2021-03-31 | $1.0k | 8 | 125.00 |
| 2020-12-31 | $0 | 5 | 0.00 |
| 2020-09-30 | $0 | 1 | 0.00 |
| 2020-06-30 | $0 | 1 | 0.00 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors