iShares S&P 1500 Index Fund shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Meridian Wealth Management 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 Meridian Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $382k | 3.3k | 115.28 |
2023-12-31 | $348k | 3.3k | 105.22 |
2023-09-30 | $652k | 6.9k | 94.18 |
2023-06-30 | $255k | 2.6k | 97.83 |
2023-03-31 | $255k | 2.8k | 90.56 |
2022-12-31 | $240k | 2.8k | 84.81 |
2022-09-30 | $225k | 2.8k | 79.70 |
2022-06-30 | $235k | 2.8k | 83.84 |
2022-03-31 | $266k | 2.6k | 101.03 |
2021-12-31 | $282k | 2.6k | 107.10 |
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