Transcend Wealth Collective »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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