iShares S&P 1500 Index Fund shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management 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 Thrive Wealth Management 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 Thrive Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $579k | 4.6k | 125.63 |
2024-06-30 | $545k | 4.6k | 118.78 |
2024-03-31 | $484k | 4.2k | 115.30 |
2023-12-31 | $439k | 4.2k | 105.23 |
2023-09-30 | $392k | 4.2k | 94.19 |
2023-06-30 | $416k | 4.3k | 97.84 |
2023-03-31 | $433k | 4.8k | 90.55 |
2022-12-31 | $386k | 4.6k | 84.80 |