iShares S&P 1500 Index Fund shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson 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 Tolleson Wealth Management 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 Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 287k | 125.62 |
| 2024-03-31 | $40M | 347k | 115.30 |
| 2023-12-31 | $34M | 319k | 105.23 |
| 2023-09-30 | $27M | 289k | 94.63 |
| 2023-06-30 | $19M | 195k | 97.84 |
| 2023-03-31 | $18M | 198k | 90.55 |
| 2022-12-31 | $16M | 184k | 84.80 |
| 2022-09-30 | $13M | 166k | 79.54 |
| 2022-06-30 | $13M | 159k | 83.78 |
| 2022-03-31 | $16M | 159k | 101.04 |
| 2021-12-31 | $20M | 183k | 106.98 |
| 2021-09-30 | $18M | 187k | 98.38 |
| 2021-06-30 | $19M | 189k | 98.76 |
| 2021-03-31 | $18M | 192k | 91.61 |
| 2020-12-31 | $16M | 187k | 86.22 |
| 2020-09-30 | $13M | 172k | 75.49 |
| 2020-06-30 | $11M | 159k | 69.44 |
| 2020-03-31 | $7.6M | 134k | 57.21 |
| 2019-12-31 | $426k | 5.9k | 72.62 |
| 2019-09-30 | $348k | 5.2k | 67.06 |
More positions owned by Tolleson Wealth Management
View all positions for Tolleson Wealth Management