iShares S&P 1500 Index Fund shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 2.6k | 145.65 |
| 2025-06-30 | $351k | 2.6k | 135.04 |
| 2025-03-31 | $330k | 2.7k | 122.01 |
| 2022-06-30 | $1.0k | 16 | 62.50 |
| 2022-03-31 | $30k | 299 | 100.33 |
| 2021-12-31 | $48k | 453 | 105.96 |
| 2020-09-30 | $382k | 5.1k | 75.57 |
| 2020-06-30 | $323k | 4.7k | 69.39 |
| 2020-03-31 | $208k | 3.6k | 57.28 |
| 2019-12-31 | $325k | 4.5k | 72.59 |
| 2019-09-30 | $390k | 5.8k | 67.06 |
| 2019-06-30 | $213k | 3.2k | 67.36 |
| 2019-03-31 | $211k | 3.3k | 64.51 |
| 2018-12-31 | $21k | 371 | 56.60 |
| 2018-09-30 | $28k | 422 | 66.35 |
| 2018-06-30 | $13k | 211 | 61.61 |
| 2018-03-31 | $208k | 3.5k | 59.06 |
| 2017-12-31 | $167k | 2.7k | 63.00 |
| 2017-09-30 | $157k | 2.7k | 58.15 |
| 2017-06-30 | $172k | 3.1k | 55.48 |
| 2017-03-31 | $166k | 3.1k | 53.55 |
| 2016-12-31 | $147k | 2.8k | 51.94 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency