iShares S&P 100 Index shares owned by Synergy Investment Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Synergy Investment Management
from 13F filings
Historical chart of Synergy Investment Management 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 Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 100 Index by Synergy Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 22k | 332.83 |
| 2025-06-30 | $3.8M | 13k | 304.34 |
| 2025-03-31 | $2.1M | 7.9k | 270.83 |
| 2024-12-31 | $507k | 1.8k | 288.81 |
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