iShares S&P 100 Index shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Moneta Group Investment Advisors 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.0M | 17k | 342.98 |
| 2025-09-30 | $5.5M | 17k | 332.85 |
| 2025-06-30 | $4.8M | 16k | 304.35 |
| 2025-03-31 | $4.3M | 16k | 270.83 |
| 2024-12-31 | $4.4M | 15k | 288.84 |
| 2024-09-30 | $3.1M | 11k | 276.76 |
| 2024-06-30 | $2.8M | 11k | 264.30 |
| 2024-03-31 | $2.4M | 9.8k | 247.42 |
| 2023-12-31 | $1.8M | 8.0k | 223.38 |
More positions owned by Moneta Group Investment Advisors
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