iShares S&P 1500 Index Fund shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $135k | 1.3k | 105.23 |
| 2021-12-31 | $199k | 1.9k | 106.87 |
| 2021-09-30 | $183k | 1.9k | 98.28 |
| 2021-06-30 | $184k | 1.9k | 98.82 |
| 2021-03-31 | $24k | 262 | 91.60 |
| 2020-12-31 | $23k | 262 | 87.79 |
| 2020-09-30 | $20k | 262 | 76.34 |
| 2020-06-30 | $18k | 262 | 68.70 |
More positions owned by Rockbridge Investment Management, LCC
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