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iShares S&P 100 Index shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $125k 451 276.69
2024-06-30 $119k 451 264.24
2024-03-31 $112k 451 247.35
2023-12-31 $101k 451 223.34
2023-09-30 $85k 423 200.59
2023-06-30 $88k 423 207.01
2023-03-31 $79k 423 186.99
2022-12-31 $72k 423 170.52
2022-09-30 $69k 423 163.12
2022-06-30 $73k 423 172.58
2022-03-31 $88k 423 208.04
2021-12-31 $95k 433 219.40
2021-09-30 $1.0M 5.3k 197.41
2021-06-30 $1.0M 5.3k 196.09
2021-03-31 $956k 5.3k 179.73
2020-12-31 $1.1M 6.5k 171.60
2020-09-30 $1.1M 6.8k 155.88
2020-06-30 $1.0M 7.1k 142.50
2020-03-31 $842k 7.1k 118.56
2019-12-31 $843k 5.8k 144.15
2019-09-30 $769k 5.8k 131.50
2019-06-30 $758k 5.8k 129.62
2019-03-31 $733k 5.8k 125.34
2018-12-31 $652k 5.8k 111.49
2018-09-30 $790k 6.1k 129.55
2018-06-30 $729k 6.1k 119.55
2018-03-31 $732k 6.3k 116.02
2017-12-31 $748k 6.3k 118.56
2017-09-30 $738k 6.6k 111.30
2017-06-30 $674k 6.3k 106.83
2017-03-31 $661k 6.3k 104.77
2016-12-31 $626k 6.3k 99.22
2016-09-30 $605k 6.3k 95.89
2016-06-30 $586k 6.3k 92.88
2016-03-31 $576k 6.3k 91.30
2015-12-31 $575k 6.3k 91.14
2015-09-30 $394k 4.6k 84.77
2015-06-30 $422k 4.6k 90.79
2015-03-31 $420k 4.6k 90.36
2014-12-31 $423k 4.6k 91.01
2014-09-30 $520k 5.9k 88.21
2014-06-30 $510k 5.9k 86.51
2014-03-31 $475k 5.7k 82.72
2013-12-31 $162k 2.0k 82.32
2013-09-30 $147k 2.0k 74.70
2013-06-30 $111k 1.5k 71.84
2012-03-31 $99k 1.5k 64.08
2011-12-31 $89k 1.6k 57.23
2011-09-30 $101k 2.0k 51.66
2011-06-30 $100k 1.7k 58.65
2011-03-31 $92k 1.6k 59.16

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index