Family Wealth Group, LLC Ishares S&P 100 ETF Transaction History

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,508 shares of OEF stock, worth $401,173. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,508
Holding current value
$401,173
% of portfolio
0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
1,508 New
1,508 $401,000
Q1 2025

May 14, 2025
SELL
N/A
-817 Closed
0 $0
Q4 2024

May 14, 2025
BUY
N/A
817 New
817 $217,000
Q4 2023

Apr 01, 2025
BUY
$193.71 - $224.12 $243,687 - $281,942
1,258 New
1,258 $281 Million
Q4 2023

Feb 14, 2024
BUY
$193.71 - $224.12 $254,147 - $294,045
1,312 New
1,312 $293,000

Others Institutions Holding OEF

# of Institutions
1,031
Shares Held
52.5M
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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