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iShares S&P 100 Index shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 6.7k 288.85
2024-09-30 $1.8M 6.6k 276.76
2024-06-30 $1.8M 6.7k 264.30
2024-03-31 $1.5M 6.2k 247.41
2023-12-31 $1.6M 7.1k 223.40

More positions owned by Gladstone Institutional Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Purecycle Technologies (PCT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Meta Platforms Cl A (META)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares S&P 100 Index

Demars Financial Group
Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Cresset Asset Management
Ieq Capital
LPL Financial
Merriman Wealth Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services

View all funds holding iShares S&P 100 Index