iShares S&P 100 Index shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $417k | 1.4k | 288.85 |
| 2024-06-30 | $384k | 1.4k | 266.03 |
| 2024-03-31 | $357k | 1.4k | 247.41 |
| 2023-12-31 | $322k | 1.4k | 223.39 |
| 2023-09-30 | $292k | 1.4k | 202.62 |
| 2023-06-30 | $299k | 1.4k | 207.06 |
| 2023-03-31 | $270k | 1.4k | 187.04 |
| 2022-12-31 | $246k | 1.4k | 170.57 |
| 2022-09-30 | $234k | 1.4k | 162.16 |
| 2022-06-30 | $249k | 1.4k | 172.56 |
| 2022-03-31 | $301k | 1.4k | 208.59 |
| 2021-12-31 | $316k | 1.4k | 218.99 |
| 2021-09-30 | $285k | 1.4k | 197.51 |
| 2021-06-30 | $283k | 1.4k | 196.12 |
| 2021-03-31 | $259k | 1.4k | 179.49 |
| 2020-12-31 | $248k | 1.4k | 171.86 |
| 2020-09-30 | $225k | 1.4k | 155.93 |
| 2020-06-30 | $241k | 1.7k | 142.35 |
| 2020-03-31 | $201k | 1.7k | 118.72 |
| 2019-12-31 | $244k | 1.7k | 144.12 |
| 2019-09-30 | $229k | 1.7k | 135.26 |
| 2019-06-30 | $273k | 2.1k | 129.51 |
| 2019-03-31 | $264k | 2.1k | 125.24 |
| 2018-12-31 | $252k | 2.3k | 111.60 |
More positions owned by Graves-Light Private Wealth Management
View all positions for Graves-Light Private Wealth Management