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

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,962 shares of OEF stock, worth $1.59 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,962

Holding current value

$1.59 Million

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	N/A	5,962 New	5,962 $1.61 Billion

Others Institutions Holding OEF

# of Institutions

965

Shares Held

95.4M

Call Options Held

1.53M

Put Options Held

38.7K

Demars Financial Group, LLC

50.7M
Shares

$13.5 Billion
5.35% of portfolio
Bank Of America Corp Charlotte, NC

6.4M
Shares

$1.7 Billion
0.14% of portfolio
Envestnet Asset Management Inc

4.1M
Shares

$1.09 Billion
0.37% of portfolio
Fifth Third Bancorp

2.45M
Shares

$651 Million
2.52% of portfolio
Jpmorgan Chase & CO New York, NY

2.04M
Shares

$542 Million
0.04% of portfolio

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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