Forthright Family Wealth Advisory LLC Ishares S&P 100 ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 727 shares of OEF stock, worth $193,403. This represents 0.14% of its overall portfolio holdings.

Number of Shares
727
Previous 11,535 93.7%
Holding current value
$193,403
Previous $3.41 Billion 99.99%
% of portfolio
0.14%
Previous 2.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 03, 2025
SELL
N/A
-10,808 Reduced 93.7%
727 $193,000
Q3 2024

Dec 09, 2024
SELL
$266.03 - $266.03 $656,029 - $656,029
-2,466 Reduced 17.61%
11,535 $3.41 Billion
Q2 2024

Aug 12, 2024
BUY
$234.68 - $265.99 $23,233 - $26,333
99 Added 0.71%
14,001 $3.7 Billion
Q1 2024

Apr 29, 2024
BUY
$219.81 - $247.98 $217,611 - $245,500
990 Added 7.67%
13,902 $3.44 Billion
Q4 2023

Feb 28, 2024
BUY
$193.71 - $224.12 $2.5 Million - $2.89 Million
12,912 New
12,912 $2.88 Billion

Others Institutions Holding OEF

# of Institutions
909
Shares Held
85.6M
Call Options Held
39.6K
Put Options Held
40K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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