A detailed history of Simplicity Wealth,Llc transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 796 shares of OEF stock, worth $211,759. This represents 0.02% of its overall portfolio holdings.

Number of Shares
796
Previous 1,927 58.69%
Holding current value
$211,759
Previous $509,000 58.55%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$266.03 - $266.03 $300,879 - $300,879
-1,131 Reduced 58.69%
796 $211,000
Q2 2024

Jul 10, 2024

BUY
$234.68 - $265.99 $190,794 - $216,249
813 Added 72.98%
1,927 $509,000
Q1 2024

Apr 24, 2024

SELL
$219.81 - $247.98 $940,566 - $1.06 Million
-4,279 Reduced 79.34%
1,114 $275,000
Q4 2023

Jan 29, 2024

BUY
$193.71 - $224.12 $1.04 Million - $1.21 Million
5,393 New
5,393 $1.2 Million

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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