iShares S&P 1500 Index Fund shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel 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 Samalin Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.0M | 24k | 125.62 |
2024-06-30 | $2.9M | 24k | 118.78 |
2024-03-31 | $2.6M | 22k | 115.30 |
2023-09-30 | $2.3M | 24k | 94.19 |
2023-06-30 | $1.7M | 18k | 97.84 |
2023-03-31 | $1.5M | 17k | 90.55 |
2022-12-31 | $1.4M | 16k | 84.80 |
2022-09-30 | $1.3M | 16k | 79.52 |
2022-06-30 | $1.3M | 16k | 83.78 |
2022-03-31 | $1.4M | 14k | 100.93 |
2021-12-31 | $1.4M | 13k | 106.98 |
2021-09-30 | $1.2M | 13k | 98.38 |
2021-06-30 | $1.2M | 12k | 98.76 |
2021-03-31 | $1.4M | 16k | 91.58 |
2020-12-31 | $1.1M | 13k | 86.22 |
2020-09-30 | $211k | 2.8k | 75.36 |
More positions owned by Samalin Investment Counsel
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