iShares S&P 1500 Index Fund shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240M | 1.6M | 145.65 |
| 2025-06-30 | $223M | 1.7M | 135.04 |
| 2025-03-31 | $209M | 1.7M | 122.01 |
| 2024-12-31 | $222M | 1.7M | 128.62 |
| 2024-09-30 | $217M | 1.7M | 125.62 |
| 2024-06-30 | $205M | 1.7M | 118.78 |
| 2024-03-31 | $201M | 1.7M | 115.30 |
| 2023-12-31 | $184M | 1.7M | 105.23 |
| 2023-09-30 | $170M | 1.8M | 94.19 |
More positions owned by Provenance Wealth Advisors
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