iShares S&P 100 Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 34k | 276.76 |
| 2024-06-30 | $9.1M | 35k | 264.30 |
| 2024-03-31 | $8.5M | 35k | 247.41 |
| 2023-12-31 | $8.4M | 38k | 223.39 |
| 2023-09-30 | $8.0M | 40k | 201.38 |
| 2023-06-30 | $8.3M | 40k | 207.06 |
| 2023-03-31 | $10M | 56k | 187.04 |
| 2022-12-31 | $56M | 330k | 170.57 |
| 2022-09-30 | $64M | 396k | 162.50 |
| 2022-06-30 | $64M | 373k | 172.47 |
| 2022-03-31 | $75M | 358k | 208.52 |
| 2021-12-31 | $70M | 320k | 219.13 |
| 2021-09-30 | $61M | 307k | 197.44 |
| 2021-06-30 | $54M | 277k | 196.18 |
| 2021-03-31 | $46M | 254k | 179.83 |
| 2020-12-31 | $38M | 222k | 171.64 |
| 2020-09-30 | $32M | 208k | 155.73 |
| 2020-06-30 | $17M | 119k | 142.42 |