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iShares S&P 100 Index shares owned by Constellation Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Constellation Wealth Advisors from 13F filings

Historical chart of Constellation Wealth Advisors investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Constellation Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Constellation Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $435k 5.1k 84.76
2015-06-30 $360k 4.0k 90.86
2015-03-31 $358k 4.0k 90.36
2014-12-31 $360k 4.0k 90.86
2014-09-30 $349k 4.0k 88.09
2014-06-30 $343k 4.0k 86.57
2014-03-31 $328k 4.0k 82.79
2013-12-31 $326k 4.0k 82.28
2013-09-30 $297k 4.0k 74.96
2013-06-30 $285k 4.0k 71.93
2013-03-31 $279k 4.0k 70.42
2012-12-31 $256k 4.0k 64.61
2012-09-30 $263k 4.0k 66.38