iShares S&P 100 Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 6.9k | 223.39 |
| 2023-09-30 | $60k | 297 | 202.02 |
| 2023-06-30 | $61k | 297 | 205.39 |
| 2023-03-31 | $56k | 297 | 188.55 |
| 2022-12-31 | $51k | 297 | 171.72 |
| 2022-09-30 | $48k | 297 | 161.62 |
| 2022-06-30 | $51k | 297 | 171.72 |
| 2022-03-31 | $62k | 297 | 208.75 |
| 2021-12-31 | $65k | 297 | 218.86 |
| 2021-09-30 | $59k | 297 | 198.65 |
| 2021-06-30 | $58k | 297 | 195.29 |
| 2021-03-31 | $53k | 297 | 178.45 |
| 2020-12-31 | $51k | 297 | 171.72 |
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