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

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025

A detailed history of Palumbo Wealth Management LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 6,746 shares of OEF stock, worth $1.79 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
6,746
Previous 6,621 1.89%
Holding current value
$1.79 Million
Previous $1.76 Million 1.87%
% of portfolio
0.58%
Previous 0.61%

Shares

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

Jul 15, 2025
BUY
N/A
125 Added 1.89%
6,746 $1.79 Million
Q1 2025

Apr 22, 2025
BUY
N/A
75 Added 1.15%
6,621 $1.76 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-10 Reduced 0.15%
6,546 $1.74 Million
Q3 2024

Oct 28, 2024
SELL
$266.03 - $266.03 $370,047 - $370,047
-1,391 Reduced 17.5%
6,556 $1.74 Million
Q2 2024

Aug 02, 2024
SELL
$234.68 - $265.99 $1 Million - $1.14 Million
-4,271 Reduced 34.96%
7,947 $2.1 Million
Q1 2024

Apr 15, 2024
BUY
$219.81 - $247.98 $2.69 Million - $3.03 Million
12,218 New
12,218 $3.02 Million

Others Institutions Holding OEF

# of Institutions
1,043
Shares Held
53.5M
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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