iShares S&P 100 Index shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 8.5k | 223.40 |
| 2023-09-30 | $339k | 1.7k | 200.67 |
| 2023-06-30 | $178k | 861 | 207.12 |
| 2023-03-31 | $17k | 90 | 187.04 |
| 2022-12-31 | $31k | 181 | 171.27 |
| 2022-09-30 | $15k | 90 | 166.67 |
| 2022-06-30 | $16k | 90 | 177.78 |
| 2022-03-31 | $19k | 90 | 211.11 |
| 2021-12-31 | $20k | 90 | 222.22 |
| 2021-09-30 | $18k | 90 | 200.00 |
| 2021-06-30 | $18k | 90 | 200.00 |
| 2021-03-31 | $16k | 90 | 177.78 |
| 2020-12-31 | $15k | 90 | 166.67 |
| 2020-09-30 | $14k | 90 | 155.56 |
| 2020-06-30 | $13k | 90 | 144.44 |
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