iShares S&P 1500 Index Fund shares owned by Pathstone Family Office
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Pathstone Family Office 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 Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $21M | 220k | 94.23 |
| 2023-06-30 | $21M | 212k | 97.84 |
| 2023-03-31 | $20M | 222k | 90.55 |
| 2022-12-31 | $7.5M | 222k | 33.92 |
| 2022-09-30 | $26M | 330k | 79.54 |
| 2022-06-30 | $28M | 328k | 83.78 |
| 2022-03-31 | $43M | 430k | 100.94 |
| 2021-12-31 | $51M | 475k | 106.98 |
| 2021-09-30 | $46M | 471k | 98.38 |
| 2021-06-30 | $47M | 471k | 98.76 |
| 2021-03-31 | $43M | 467k | 91.60 |
| 2020-12-31 | $34M | 399k | 86.22 |
| 2020-09-30 | $30M | 399k | 75.49 |
| 2020-06-30 | $28M | 407k | 69.44 |
| 2020-03-31 | $12M | 212k | 57.21 |
| 2019-09-30 | $20k | 328 | 60.98 |
| 2019-06-30 | $22k | 318 | 69.18 |
| 2019-03-31 | $0 | 847 | 0.00 |
| 2018-12-31 | $8.4k | 842 | 10.00 |
| 2018-09-30 | $1.4k | 13 | 111.11 |