iShares S&P 1500 Index Fund shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera 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 Modera 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 Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 57k | 115.30 |
| 2023-12-31 | $6.2M | 59k | 105.23 |
| 2023-09-30 | $5.5M | 59k | 94.19 |
| 2023-06-30 | $5.9M | 61k | 97.84 |
| 2023-03-31 | $1.3M | 15k | 90.55 |
| 2022-12-31 | $1.2M | 15k | 84.80 |
| 2022-09-30 | $884k | 11k | 79.50 |
| 2022-06-30 | $1.0M | 12k | 83.79 |
| 2022-03-31 | $1.5M | 15k | 100.91 |
| 2021-12-31 | $1.5M | 14k | 106.99 |
| 2021-09-30 | $1.4M | 14k | 98.40 |
| 2021-06-30 | $1.4M | 14k | 98.75 |
| 2021-03-31 | $944k | 10k | 91.61 |
| 2020-12-31 | $628k | 7.3k | 86.15 |
| 2020-09-30 | $290k | 3.8k | 75.40 |
| 2020-06-30 | $267k | 3.8k | 69.42 |
| 2020-03-31 | $220k | 3.8k | 57.20 |