iShares S&P 1500 Index Fund shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 17k | 115.30 |
2023-12-31 | $2.1M | 20k | 105.23 |
2023-09-30 | $1.8M | 19k | 94.19 |
2023-06-30 | $2.2M | 23k | 97.84 |
2023-03-31 | $1.7M | 19k | 90.55 |
2022-12-31 | $1.6M | 19k | 84.80 |
2022-09-30 | $1.3M | 17k | 79.53 |
2022-06-30 | $1.3M | 16k | 83.75 |
2022-03-31 | $1.6M | 16k | 100.92 |
2021-12-31 | $1.2M | 12k | 107.00 |
2021-09-30 | $1.1M | 12k | 98.42 |
2021-06-30 | $1.1M | 12k | 98.75 |
2021-03-31 | $853k | 9.3k | 91.60 |
2020-12-31 | $803k | 9.3k | 86.24 |
2020-09-30 | $703k | 9.3k | 75.53 |
2020-06-30 | $927k | 13k | 69.40 |
2020-03-31 | $795k | 13k | 61.76 |
2019-12-31 | $975k | 13k | 72.68 |
2019-09-30 | $599k | 8.9k | 67.05 |
2019-06-30 | $631k | 9.5k | 66.66 |
2019-03-31 | $560k | 8.7k | 64.43 |
2018-12-31 | $493k | 8.7k | 56.73 |
2018-09-30 | $544k | 8.8k | 61.75 |
2018-06-30 | $571k | 8.8k | 64.90 |
2018-03-31 | $223k | 3.7k | 60.53 |
2017-12-31 | $233k | 3.8k | 61.07 |
2017-09-30 | $212k | 3.7k | 57.50 |