iShares S&P 100 Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 100 Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.8k | 332.84 |
| 2025-06-30 | $1.1M | 3.5k | 304.35 |
| 2025-03-31 | $815k | 3.0k | 270.83 |
| 2024-12-31 | $554k | 1.9k | 288.85 |
| 2024-09-30 | $559k | 2.0k | 276.76 |
| 2024-06-30 | $504k | 1.9k | 264.30 |
| 2024-03-31 | $468k | 1.9k | 247.41 |
| 2023-12-31 | $942k | 4.2k | 223.39 |
| 2022-06-30 | $1.1M | 6.5k | 172.46 |
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