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Alera Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Alera Investment Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.42M Buy
12,369
+1,255
+11% +$335K 0.4% 42
2024
Q2 		$2.94M Buy
+11,114
New +$2.78M 0.35% 46

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alera Investment Advisors's OEF Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares S&P 100 ETF (OEF) stake by 11% in Q3 2024, buying an estimated $335K and bringing the position to 12,369 shares worth $3.42M. The position accounts for 0.4% of the portfolio, ranked #42.

Alera Investment Advisors first reported a position in OEF in Q2 2024 and has held it in 2 quarters since. 789 funds tracked by Wall St. Rank hold OEF as of Q3 2024.

  • Alera Investment Advisors held 12,369 shares of iShares S&P 100 ETF worth $3.42M as of Q3 2024.
  • Alera Investment Advisors bought 1,255 iShares S&P 100 ETF shares in Q3 2024, an estimated $335K.
  • iShares S&P 100 ETF made up 0.4% of Alera Investment Advisors's portfolio in Q3 2024, its #42 holding.
  • Alera Investment Advisors first reported a position in iShares S&P 100 ETF in Q2 2024 and has held it in 2 quarters since.
  • 789 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.