Liberty Wealth Management LLC Ishares S&P 100 ETF Transaction History

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 20,366 shares of OEF stock, worth $5.42 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
20,366
Previous 352,900 94.23%
Holding current value
$5.42 Million
Previous $93.9 Million 94.23%
% of portfolio
1.07%
Previous 1.64%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
N/A
-332,534 Reduced 94.23%
20,366 $5.42 Million
Q1 2025

May 08, 2025
BUY
N/A
348,358 Added 7669.7%
352,900 $93.9 Million
Q4 2024

Feb 07, 2025
BUY
N/A
324 Added 7.68%
4,542 $1.21 Million
Q3 2024

Nov 01, 2024
SELL
$266.03 - $266.03 $9.27 Million - $9.27 Million
-34,860 Reduced 89.21%
4,218 $1.12 Million
Q2 2024

Aug 06, 2024
BUY
$234.68 - $265.99 $7.91 Million - $8.96 Million
33,691 Added 625.41%
39,078 $1.15 Million
Q1 2024

May 02, 2024
SELL
$219.81 - $247.98 $4.74 Million - $5.35 Million
-21,578 Reduced 80.02%
5,387 $1.33 Million
Q4 2023

Feb 08, 2024
BUY
$193.71 - $224.12 $5.22 Million - $6.04 Million
26,965 New
26,965 $6.02 Million
Q4 2021

Feb 15, 2022
SELL
$196.91 - $220.94 $19,100 - $21,431
-97 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
$181.86 - $196.18 $3.44 Million - $3.71 Million
-18,932 Reduced 99.49%
97 $19,000
Q2 2021

Aug 13, 2021
BUY
$181.86 - $196.18 $3.44 Million - $3.71 Million
18,932 Added 19517.53%
19,029 $97,000
Q3 2019

Oct 30, 2019
SELL
$125.75 - $134.09 $19,742 - $21,052
-157 Reduced 61.81%
97 $13,000
Q4 2018

Mar 26, 2019
BUY
N/A
254 New
254 $28,000

Others Institutions Holding OEF

# of Institutions
950
Shares Held
93M
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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