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
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $961k | 6.6k | 145.65 |
| 2025-06-30 | $1.0M | 7.4k | 135.04 |
| 2025-03-31 | $894k | 7.3k | 122.01 |
| 2024-12-31 | $906k | 7.0k | 128.62 |
| 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 |
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