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iShares S&P 1500 Index Fund shares owned by Pineridge Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pineridge Advisors from 13F filings

Historical chart of Pineridge 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 Pineridge Advisors 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 Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $54M 417k 128.62
2024-09-30 $36M 282k 125.62
2024-06-30 $30M 255k 118.78
2024-03-31 $6.9M 60k 115.30
2023-12-31 $6.4M 61k 105.23

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Pineridge Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Life Planning Partners
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund