Tiedemann Wealth Management »

iShares S&P 1500 Index Fund shares owned by Tiedemann Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Tiedemann Wealth Management from 13F filings

Historical chart of Tiedemann 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 Tiedemann Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Tiedemann Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $178M 1.9M 94.63
2023-06-30 $188M 1.9M 97.84
2023-03-31 $188M 2.1M 90.55
2022-12-31 $182M 2.1M 84.80
2022-09-30 $172M 2.2M 79.54
2022-03-31 $201M 2.0M 100.94
2021-12-31 $176M 1.6M 106.98
2021-09-30 $158M 1.6M 98.39
2021-06-30 $164M 1.7M 98.76
2021-03-31 $131M 1.4M 91.60
2020-12-31 $117M 1.4M 86.22
2020-09-30 $103M 1.4M 75.49
2020-06-30 $63M 910k 69.43
2020-03-31 $46M 801k 57.21
2019-12-31 $100M 1.4M 72.69
2019-09-30 $75M 1.1M 67.07
2019-06-30 $73M 1.1M 66.62
2019-03-31 $69M 1.1M 64.40
2018-12-31 $58M 1.0M 56.76
2018-09-30 $56M 835k 66.93
2018-06-30 $50M 791k 62.79
2018-03-31 $52M 853k 60.46
2017-12-31 $52M 848k 61.15
2017-09-30 $52M 910k 57.09
2017-06-30 $47M 854k 55.42
2017-03-31 $34M 636k 54.03
2013-12-31 $233k 2.2k 106.39