iShares S&P Global 100 Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in iShares S&P Global 100 Index
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All positions including iShares S&P Global 100 Index held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P Global 100 Index by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $91M | 917k | 99.15 |
| 2024-06-30 | $87M | 905k | 96.58 |
| 2024-03-31 | $81M | 901k | 89.41 |
| 2023-12-31 | $58M | 724k | 80.52 |
| 2023-09-30 | $43M | 582k | 73.24 |
| 2023-06-30 | $43M | 560k | 76.06 |
| 2023-03-31 | $39M | 557k | 70.06 |
| 2022-12-31 | $35M | 539k | 64.05 |
| 2022-09-30 | $47M | 783k | 59.52 |
| 2022-06-30 | $56M | 878k | 64.07 |
| 2022-03-31 | $78M | 1.0M | 76.05 |
| 2021-12-31 | $82M | 1.0M | 78.01 |