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 csv Download as ExcelQuarterly 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 |
More positions owned by Plante Moran Financial Advisors
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