iShares S&P 1500 Index Fund shares owned by Summit Global Investments
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 16k | 125.61 |
| 2024-06-30 | $2.0M | 17k | 118.78 |
| 2024-03-31 | $2.0M | 18k | 115.29 |
| 2023-12-31 | $1.2M | 12k | 105.21 |
| 2023-09-30 | $441k | 4.7k | 94.23 |
| 2023-06-30 | $458k | 4.7k | 97.86 |
| 2023-03-31 | $424k | 4.7k | 90.60 |
| 2022-12-31 | $397k | 4.7k | 84.83 |
| 2022-09-30 | $373k | 4.7k | 79.51 |
| 2022-06-30 | $392k | 4.7k | 83.76 |
| 2022-03-31 | $472k | 4.7k | 100.85 |
| 2021-12-31 | $431k | 4.0k | 106.95 |
| 2021-09-30 | $443k | 4.5k | 98.44 |
| 2021-06-30 | $365k | 3.7k | 98.65 |
| 2021-03-31 | $339k | 3.7k | 91.62 |