iShares S&P 100 Index shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 4.3k | 247.41 |
| 2023-12-31 | $979k | 4.4k | 223.39 |
| 2023-09-30 | $862k | 4.3k | 200.64 |
| 2023-06-30 | $768k | 3.7k | 207.06 |
| 2023-03-31 | $701k | 3.7k | 187.04 |
| 2022-12-31 | $366k | 2.1k | 170.57 |
| 2022-09-30 | $491k | 3.0k | 162.53 |
| 2022-06-30 | $489k | 2.8k | 172.43 |
| 2022-03-31 | $482k | 2.3k | 208.57 |
| 2021-12-31 | $432k | 2.0k | 219.18 |
| 2021-09-30 | $342k | 1.7k | 197.57 |
| 2021-06-30 | $211k | 1.1k | 196.10 |
| 2019-12-31 | $662k | 4.6k | 144.01 |
| 2019-09-30 | $566k | 4.3k | 131.48 |
| 2019-06-30 | $547k | 4.2k | 129.62 |
| 2019-03-31 | $388k | 3.1k | 125.16 |
| 2018-12-31 | $326k | 2.9k | 111.64 |
More positions owned by Pinnacle Wealth Management Advisory
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