Dynasty Wealth Management, LLC Ishares S&P 100 ETF Transaction History

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 44,783 shares of OEF stock, worth $11.9 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
44,783
Previous 225,964 80.18%
Holding current value
$11.9 Million
Previous $68.8 Billion 78.33%
% of portfolio
0.2%
Previous 1.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
N/A
-181,181 Reduced 80.18%
44,783 $14.9 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-29,677 Reduced 11.61%
225,964 $68.8 Billion
Q1 2025

May 02, 2025
BUY
N/A
241,879 Added 1757.59%
255,641 $69.2 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
13,762 New
13,762 $3.98 Billion
Q2 2024

Aug 12, 2024
BUY
$234.68 - $265.99 $832,175 - $943,200
3,546 Added 39.26%
12,579 $3.32 Billion
Q1 2024

May 15, 2024
BUY
$219.81 - $247.98 $1.99 Million - $2.24 Million
9,033 New
9,033 $2.23 Billion

Others Institutions Holding OEF

# of Institutions
1,070
Shares Held
62.6M
Call Options Held
47.3K
Put Options Held
41.9K
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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