Northwest Financial Advisors Ishares S&P 100 ETF Transaction History

Northwest Financial Advisors

$136 Billion
Q1 2024

A detailed history of Northwest Financial Advisors transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 471 shares of OEF stock, worth $125,300. This represents 0.09% of its overall portfolio holdings.

Number of Shares

471

Holding current value

$125,300

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$219.81 - $247.98 $103,530 - $116,798	471 New	471 $117 Million

Others Institutions Holding OEF

# of Institutions

778

Shares Held

34.1M

Call Options Held

12.6K

Put Options Held

12.7K

Bank Of America Corp Charlotte, NC

5.9M
Shares

$1.57 Billion
0.14% of portfolio
Fifth Third Bancorp

2.34M
Shares

$623 Million
2.38% of portfolio
Cresset Asset Management, LLC Chicago, IL

2.24M
Shares

$596 Million
2.69% of portfolio
Jones Financial Companies Lllp

1.83M
Shares

$487 Million
0.62% of portfolio
Jpmorgan Chase & CO New York, NY

1.54M
Shares

$410 Million
0.03% of portfolio

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Account

Northwest Financial Advisors Ishares S&P 100 ETF Transaction History