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iShares S&P 100 Index shares owned by Ade

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

Historical chart of Ade 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 Ade 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 Ade

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 1.0k 276.76
2024-06-30 $276k 1.0k 264.30
2024-03-31 $259k 1.0k 247.41
2023-12-31 $233k 1.0k 223.39
2023-09-30 $210k 1.0k 200.64
2023-06-30 $216k 1.0k 207.06
2022-03-31 $218k 1.0k 208.61
2021-12-31 $229k 1.0k 219.14
2021-09-30 $206k 1.0k 197.13
2021-06-30 $205k 1.0k 196.17
2021-03-31 $188k 1.0k 179.90
2020-12-31 $179k 1.0k 171.29

More positions owned by Ade

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Ade

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index