iShares S&P 100 Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 14k | 223.39 |
| 2023-09-30 | $2.9M | 14k | 200.64 |
| 2023-06-30 | $3.5M | 17k | 207.06 |
| 2023-03-31 | $3.2M | 17k | 187.04 |
| 2022-12-31 | $3.0M | 18k | 170.57 |
| 2022-09-30 | $2.9M | 18k | 162.52 |
| 2022-06-30 | $3.2M | 18k | 172.49 |
| 2022-03-31 | $3.9M | 19k | 208.52 |
| 2021-12-31 | $4.2M | 19k | 219.14 |
| 2021-09-30 | $3.8M | 19k | 197.44 |
| 2021-06-30 | $3.8M | 19k | 196.18 |
| 2021-03-31 | $3.8M | 21k | 179.83 |
| 2020-12-31 | $3.8M | 22k | 171.63 |
| 2020-09-30 | $3.5M | 22k | 155.73 |
| 2020-06-30 | $3.1M | 186k | 16.66 |
| 2020-03-31 | $2.9M | 25k | 118.62 |
| 2019-12-31 | $709k | 4.9k | 144.09 |