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iShares S&P 1500 Index Fund shares owned by Transatlantique Private Wealth

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

Historical chart of Transatlantique Private Wealth 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 Transatlantique Private Wealth 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 Transatlantique Private Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $203k 2.2k 94.33
2023-06-30 $211k 2.2k 98.05

More positions owned by Transatlantique Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Compass Minerals International (CMP)
JPMorgan Chase & Co. (JPM)
salesforce (CRM)
Thermo Fisher Scientific (TMO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Glob Hlthcre Etf (IXJ)
Metropcs Communications (TMUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Transatlantique Private Wealth

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund