iShares S&P 1500 Index Fund shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $318k | 2.5k | 125.63 |
2024-06-30 | $301k | 2.5k | 118.79 |
2024-03-31 | $292k | 2.5k | 115.32 |
2023-12-31 | $267k | 2.5k | 105.25 |
2023-09-30 | $241k | 2.6k | 94.20 |
2023-06-30 | $251k | 2.6k | 97.86 |
2023-03-31 | $310k | 3.4k | 90.54 |
2022-12-31 | $307k | 3.6k | 84.80 |
2022-09-30 | $574k | 7.2k | 79.56 |
2022-06-30 | $16M | 186k | 83.78 |
2022-03-31 | $14M | 136k | 100.94 |
2021-12-31 | $16M | 146k | 106.98 |
2021-09-30 | $13M | 129k | 98.38 |
2021-06-30 | $13M | 127k | 98.76 |
2021-03-31 | $11M | 125k | 91.60 |
2020-12-31 | $11M | 126k | 86.22 |
2020-09-30 | $5.6M | 75k | 75.49 |
2020-06-30 | $7.8M | 113k | 69.44 |
2020-03-31 | $11M | 189k | 57.21 |
2019-12-31 | $8.7M | 120k | 72.69 |
2019-09-30 | $8.0M | 119k | 66.97 |
2019-06-30 | $8.1M | 118k | 68.26 |
2019-03-31 | $7.5M | 115k | 65.69 |
2018-12-31 | $6.6M | 116k | 56.76 |
2017-12-31 | $326k | 5.3k | 61.08 |
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