iShares S&P 100 Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Atticus Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $9.7M | 33k | 288.85 |
2024-09-30 | $9.2M | 33k | 276.76 |
2024-06-30 | $8.9M | 34k | 264.30 |
2024-03-31 | $8.9M | 36k | 247.41 |
2023-12-31 | $8.0M | 36k | 223.39 |
2023-09-30 | $7.2M | 35k | 207.06 |
2023-06-30 | $7.2M | 35k | 207.06 |
2023-03-31 | $6.7M | 36k | 187.04 |
2022-12-31 | $6.3M | 37k | 170.57 |
2022-06-30 | $6.4M | 37k | 172.47 |
2022-03-31 | $8.5M | 41k | 208.52 |
2021-12-31 | $8.4M | 38k | 219.14 |
2021-09-30 | $7.5M | 38k | 197.44 |
2021-06-30 | $7.9M | 40k | 196.18 |
2021-03-31 | $7.2M | 40k | 179.82 |
2020-12-31 | $7.3M | 43k | 171.64 |
2020-09-30 | $7.0M | 45k | 155.73 |
2020-06-30 | $6.5M | 46k | 142.43 |
2020-03-31 | $6.8M | 58k | 118.62 |
2019-12-31 | $9.1M | 63k | 144.09 |