iShares S&P 100 Index shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 18k | 247.41 |
| 2023-12-31 | $4.1M | 18k | 223.39 |
| 2023-09-30 | $3.7M | 18k | 200.64 |
| 2023-06-30 | $4.0M | 19k | 207.06 |
| 2023-03-31 | $3.6M | 19k | 187.04 |
| 2022-12-31 | $3.4M | 20k | 170.57 |
| 2022-09-30 | $3.3M | 20k | 162.49 |
| 2022-06-30 | $3.8M | 22k | 172.47 |
| 2022-03-31 | $4.1M | 20k | 208.53 |
| 2021-12-31 | $4.0M | 18k | 219.13 |
| 2021-09-30 | $3.6M | 19k | 197.46 |
| 2021-06-30 | $3.9M | 20k | 196.19 |
| 2021-03-31 | $3.5M | 20k | 179.81 |
| 2020-12-31 | $3.6M | 21k | 171.66 |
| 2020-09-30 | $3.4M | 22k | 155.73 |
| 2020-06-30 | $3.2M | 23k | 142.43 |
| 2020-03-31 | $2.7M | 23k | 118.61 |
| 2019-12-31 | $3.4M | 24k | 144.08 |
| 2019-09-30 | $3.5M | 27k | 131.49 |
| 2019-06-30 | $9.4M | 72k | 129.59 |
| 2019-03-31 | $9.6M | 76k | 125.29 |
| 2018-12-31 | $8.0M | 72k | 111.53 |
| 2018-09-30 | $9.2M | 71k | 129.65 |
| 2018-06-30 | $8.0M | 67k | 119.59 |
| 2017-09-30 | $6.2M | 56k | 111.31 |
More positions owned by Measured Wealth Private Client Group
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