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iShares S&P 100 Index shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth 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 Avantra Family Wealth 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 Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 5.3k 332.85
2025-06-30 $1000k 3.3k 304.35
2025-03-31 $511k 1.9k 270.86
2024-12-31 $487k 1.7k 288.81

More positions owned by Avantra Family Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Wells Fargo & Company (WFC)
Broadcom (AVGO)
Citigroup Com New (C)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Ishares Tr S&p 100 Etf (OEF)
Marathon Petroleum Corp (MPC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

View all positions for Avantra Family Wealth

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index