Delap Wealth Advisory, LLC Ishares S&P 100 ETF Transaction History

Delap Wealth Advisory, LLC

  • $247 Billion
  • Q1 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,415 shares of OEF stock, worth $376,432. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,415
Previous 2,830 50.0%
Holding current value
$376,432
Previous $632 Million 44.62%
% of portfolio
0.14%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$219.81 - $247.98 $311,031 - $350,891
-1,415 Reduced 50.0%
1,415 $350 Million
Q4 2023

Feb 14, 2024
BUY
$193.71 - $224.12 $274,099 - $317,129
1,415 Added 100.0%
2,830 $632 Million
Q4 2022

Feb 13, 2023
BUY
$161.29 - $182.62 $228,225 - $258,407
1,415 New
1,415 $241 Million

Others Institutions Holding OEF

# of Institutions
771
Shares Held
34.4M
Call Options Held
12.6K
Put Options Held
12.7K
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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