iShares S&P 100 Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 4.6k | 247.41 |
| 2023-12-31 | $1.1M | 4.8k | 223.39 |
| 2023-09-30 | $877k | 4.4k | 200.64 |
| 2023-06-30 | $906k | 4.4k | 207.06 |
| 2023-03-31 | $818k | 4.4k | 187.04 |
| 2022-12-31 | $735k | 4.3k | 170.57 |
| 2022-09-30 | $723k | 4.5k | 162.47 |
| 2022-06-30 | $1.2M | 7.2k | 172.48 |
| 2022-03-31 | $1.5M | 7.2k | 208.58 |
| 2021-12-31 | $1.7M | 7.6k | 219.18 |
| 2021-09-30 | $1.5M | 7.7k | 197.49 |
| 2021-06-30 | $1.5M | 7.7k | 196.14 |
| 2021-03-31 | $1.4M | 7.8k | 179.86 |
| 2020-12-31 | $1.4M | 7.9k | 171.66 |
| 2020-09-30 | $1.6M | 10k | 155.74 |
| 2020-06-30 | $1.5M | 10k | 142.42 |
| 2020-03-31 | $1.3M | 11k | 118.64 |
| 2019-12-31 | $1.7M | 12k | 144.05 |
| 2019-09-30 | $1.5M | 12k | 131.46 |
| 2019-06-30 | $1.5M | 12k | 129.60 |
| 2019-03-31 | $1.5M | 12k | 125.27 |
| 2018-12-31 | $1.9M | 17k | 111.52 |