iShares S&P 1500 Index Fund shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain 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 Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 25k | 125.62 |
| 2024-06-30 | $3.0M | 25k | 118.78 |
| 2024-03-31 | $2.9M | 25k | 115.30 |
| 2023-12-31 | $2.7M | 25k | 105.23 |
| 2023-09-30 | $2.1M | 22k | 94.19 |
| 2023-06-30 | $2.4M | 25k | 97.84 |
| 2023-03-31 | $2.3M | 25k | 90.55 |
| 2022-12-31 | $1.4M | 17k | 84.80 |
| 2022-09-30 | $1.6M | 21k | 79.55 |
| 2022-06-30 | $309k | 3.7k | 83.67 |
| 2022-03-31 | $373k | 3.7k | 101.00 |
| 2021-12-31 | $395k | 3.7k | 106.96 |
| 2021-09-30 | $363k | 3.7k | 98.29 |