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iShares S&P 100 Index shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck 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 Keebeck Wealth Management 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 56k 223.39
2023-09-30 $7.6M 38k 201.33
2023-06-30 $6.0M 29k 207.06
2023-03-31 $5.4M 29k 187.04
2022-12-31 $3.2M 19k 170.57
2022-09-30 $3.5M 22k 162.52
2022-06-30 $2.7M 16k 172.46
2022-03-31 $2.1M 10k 208.53
2021-12-31 $513k 2.3k 219.32
2021-09-30 $410k 2.1k 197.21