iShares S&P 100 Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 36k | 288.85 |
| 2024-09-30 | $8.8M | 32k | 276.76 |
| 2024-06-30 | $7.1M | 27k | 264.30 |
| 2024-03-31 | $4.7M | 19k | 247.41 |
| 2023-12-31 | $6.8M | 31k | 223.39 |
| 2023-09-30 | $1.2M | 6.1k | 200.65 |
| 2023-06-30 | $1.1M | 5.1k | 207.06 |
| 2023-03-31 | $867k | 4.6k | 187.04 |
| 2022-12-31 | $747k | 4.4k | 170.55 |
| 2022-09-30 | $483k | 3.0k | 162.35 |
| 2022-06-30 | $588k | 3.4k | 172.43 |
| 2022-03-31 | $652k | 3.1k | 210.19 |
| 2021-12-31 | $734k | 3.3k | 219.50 |
| 2021-09-30 | $618k | 3.1k | 197.95 |
| 2021-06-30 | $390k | 2.0k | 196.67 |
| 2021-03-31 | $343k | 1.9k | 179.58 |
| 2020-12-31 | $342k | 2.0k | 171.60 |
| 2020-09-30 | $1.3M | 8.4k | 155.84 |
| 2020-06-30 | $277k | 2.0k | 141.47 |
| 2020-03-31 | $238k | 2.0k | 118.53 |
| 2019-12-31 | $281k | 2.0k | 144.10 |
| 2019-09-30 | $225k | 1.7k | 131.35 |
| 2019-06-30 | $221k | 1.7k | 129.62 |
| 2019-03-31 | $212k | 1.7k | 125.07 |
More positions owned by H D Vest Advisory Services
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