iShares S&P 100 Index shares owned by Constellation Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Constellation Wealth Advisors
from 13F filings
Historical chart of Constellation 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 Constellation Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 100 Index by Constellation Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2015-09-30 | $435k | 5.1k | 84.76 |
2015-06-30 | $360k | 4.0k | 90.86 |
2015-03-31 | $358k | 4.0k | 90.36 |
2014-12-31 | $360k | 4.0k | 90.86 |
2014-09-30 | $349k | 4.0k | 88.09 |
2014-06-30 | $343k | 4.0k | 86.57 |
2014-03-31 | $328k | 4.0k | 82.79 |
2013-12-31 | $326k | 4.0k | 82.28 |
2013-09-30 | $297k | 4.0k | 74.96 |
2013-06-30 | $285k | 4.0k | 71.93 |
2013-03-31 | $279k | 4.0k | 70.42 |
2012-12-31 | $256k | 4.0k | 64.61 |
2012-09-30 | $263k | 4.0k | 66.38 |
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