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iShares S&P 100 Index shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors 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 Alera Investment Advisors 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 Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 12k 276.76
2024-06-30 $2.9M 11k 264.30

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Alera Investment Advisors

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index