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iShares S&P 100 Index shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 7.1k 223.40

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Evoke Wealth
Pnc Financial Services
Relative Value Partners

View all funds holding iShares S&P 100 Index