iShares S&P 100 Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth 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 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 100 Index by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $23M | 94k | 247.41 |
| 2023-12-31 | $21M | 95k | 223.39 |
| 2023-09-30 | $20M | 97k | 200.64 |
| 2023-06-30 | $20M | 97k | 207.06 |
| 2023-03-31 | $18M | 97k | 187.04 |
| 2022-12-31 | $16M | 94k | 170.57 |
| 2022-09-30 | $16M | 96k | 162.50 |
| 2022-06-30 | $17M | 96k | 172.47 |
| 2022-03-31 | $21M | 101k | 208.51 |
| 2021-12-31 | $24M | 109k | 219.13 |