iShares S&P 1500 Index Fund shares owned by Stonebridge Capital Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Stonebridge Capital Advisors
from 13F filings
Historical chart of Stonebridge Capital 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 Stonebridge Capital 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 Stonebridge Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $205k | 1.6k | 128.62 |
| 2024-06-30 | $672k | 5.7k | 118.78 |
| 2024-03-31 | $652k | 5.7k | 115.30 |
| 2023-12-31 | $606k | 5.8k | 105.23 |
| 2023-09-30 | $542k | 5.8k | 94.19 |
| 2023-06-30 | $563k | 5.8k | 97.84 |
| 2023-03-31 | $521k | 5.8k | 90.55 |
| 2022-12-31 | $505k | 6.0k | 84.80 |
| 2022-09-30 | $529k | 6.7k | 79.53 |
| 2022-06-30 | $580k | 6.9k | 83.80 |
| 2022-03-31 | $729k | 7.2k | 100.96 |
| 2021-12-31 | $783k | 7.3k | 106.95 |
| 2021-09-30 | $740k | 7.5k | 98.44 |
| 2021-06-30 | $70k | 761 | 91.98 |
| 2021-03-31 | $70k | 761 | 91.98 |
| 2020-06-30 | $7.0k | 96 | 72.92 |
| 2019-06-30 | $12k | 183 | 65.57 |
More positions owned by Stonebridge Capital Advisors
View all positions for Stonebridge Capital Advisors