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iShares S&P 1500 Index Fund shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial 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 Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $723k 5.8k 125.62
2024-06-30 $600k 5.1k 118.78
2024-03-31 $513k 4.5k 115.30
2023-12-31 $539k 5.1k 105.23
2023-09-30 $481k 5.1k 94.19
2023-06-30 $500k 5.1k 97.84
2023-03-31 $386k 4.3k 90.55
2022-12-31 $381k 4.5k 84.79
2022-09-30 $70k 884 79.19
2022-06-30 $131k 1.6k 83.60
2022-03-31 $89k 884 100.68
2021-12-31 $90k 837 107.53
2021-09-30 $82k 837 97.97
2021-06-30 $83k 837 99.16
2018-09-30 $73k 1.1k 66.85
2018-06-30 $68k 1.1k 62.50