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iShares S&P 100 Index shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management 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 Aprio Wealth Management 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 1.4k 247.41
2023-12-31 $319k 1.4k 223.39
2023-09-30 $284k 1.4k 200.64
2023-06-30 $293k 1.4k 207.06
2023-03-31 $265k 1.4k 187.04
2022-12-31 $340k 2.0k 170.57
2022-09-30 $324k 2.0k 162.65