iShares S&P 100 Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.1M | 32k | 223.39 |
| 2023-09-30 | $1.6M | 7.9k | 200.75 |
| 2023-06-30 | $7.6M | 37k | 207.06 |
| 2023-03-31 | $6.3M | 34k | 187.04 |
| 2022-12-31 | $6.6M | 38k | 170.57 |
| 2022-09-30 | $5.8M | 36k | 162.50 |
| 2022-06-30 | $6.2M | 36k | 172.47 |
| 2022-03-31 | $15M | 75k | 201.81 |
| 2021-12-31 | $17M | 79k | 212.41 |
| 2021-09-30 | $14M | 72k | 197.44 |
| 2021-06-30 | $15M | 74k | 196.18 |
| 2021-03-31 | $1.9M | 11k | 179.86 |
| 2020-12-31 | $1.7M | 10k | 171.68 |
| 2020-09-30 | $1.6M | 10k | 155.71 |
| 2020-06-30 | $1.5M | 11k | 142.38 |
| 2020-03-31 | $1.2M | 10k | 118.66 |
| 2019-12-31 | $1.6M | 11k | 144.11 |
| 2019-09-30 | $1.3M | 10k | 131.53 |
| 2019-06-30 | $1.5M | 12k | 129.60 |
| 2019-03-31 | $1.5M | 12k | 125.26 |
| 2018-12-31 | $1.4M | 13k | 111.51 |
| 2018-09-30 | $1.7M | 13k | 129.59 |
| 2018-06-30 | $1.5M | 13k | 119.60 |
| 2018-03-31 | $1.5M | 13k | 115.96 |
| 2017-12-31 | $1.8M | 15k | 118.64 |
| 2017-09-30 | $1.8M | 16k | 111.30 |
| 2017-06-30 | $94M | 1.1M | 85.65 |
| 2017-03-31 | $1.7M | 16k | 104.71 |