iShares S&P 100 Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.2M | 6.2k | 200.64 |
| 2023-06-30 | $1.3M | 6.2k | 207.06 |
| 2023-03-31 | $1.2M | 6.2k | 187.04 |
| 2022-12-31 | $1.1M | 6.2k | 170.57 |
| 2022-09-30 | $1.0M | 6.2k | 162.56 |
| 2022-06-30 | $1.1M | 6.2k | 172.45 |
| 2022-03-31 | $1.3M | 6.2k | 208.59 |
| 2021-12-31 | $1.4M | 6.2k | 219.12 |
| 2021-09-30 | $1.2M | 6.2k | 197.41 |
| 2021-06-30 | $1.2M | 6.2k | 196.11 |
| 2021-03-31 | $1.1M | 6.2k | 179.79 |
| 2020-12-31 | $1.1M | 6.3k | 171.68 |
| 2020-09-30 | $983k | 6.3k | 155.78 |
| 2020-06-30 | $915k | 6.4k | 142.41 |
| 2020-03-31 | $753k | 6.4k | 118.58 |
| 2019-12-31 | $915k | 6.4k | 144.09 |
| 2019-09-30 | $841k | 6.4k | 131.51 |
| 2019-06-30 | $873k | 6.7k | 129.53 |
| 2019-03-31 | $801k | 6.4k | 125.25 |
| 2018-12-31 | $630k | 5.6k | 111.60 |
| 2018-09-30 | $732k | 5.6k | 129.67 |
| 2018-06-30 | $675k | 5.6k | 119.57 |
| 2016-09-30 | $213k | 2.2k | 95.82 |
| 2016-06-30 | $599k | 6.5k | 92.87 |
| 2016-03-31 | $818k | 9.0k | 91.40 |
| 2015-12-31 | $816k | 9.0k | 91.17 |
| 2015-09-30 | $759k | 9.0k | 84.80 |
| 2015-06-30 | $813k | 9.0k | 90.84 |
| 2015-03-31 | $808k | 9.0k | 90.28 |
| 2014-09-30 | $789k | 9.0k | 88.16 |
| 2014-06-30 | $774k | 9.0k | 86.48 |
| 2014-03-31 | $741k | 9.0k | 82.79 |
| 2013-12-31 | $737k | 9.0k | 82.35 |
| 2013-09-30 | $670k | 9.0k | 74.86 |
| 2013-06-30 | $644k | 9.0k | 71.96 |
| 2013-03-31 | $687k | 9.8k | 70.39 |
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