iShares S&P 100 Index shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716k | 2.2k | 332.91 |
| 2025-06-30 | $594k | 2.0k | 304.33 |
| 2025-03-31 | $496k | 1.8k | 270.79 |
| 2024-12-31 | $613k | 2.1k | 288.84 |
| 2024-09-30 | $208k | 750 | 276.76 |
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