Wealth Forward, LLC Ishares S&P 100 ETF Transaction History

Wealth Forward, LLC

  • $142 Billion
  • Q4 2024

A detailed history of Wealth Forward, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Wealth Forward, LLC holds 61,203 shares of OEF stock, worth $16.3 Million. This represents 12.47% of its overall portfolio holdings.

Number of Shares
61,203
Previous 58,776 4.13%
Holding current value
$16.3 Million
Previous $16.3 Billion 8.68%
% of portfolio
12.47%
Previous 11.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
N/A
2,427 Added 4.13%
61,203 $17.7 Billion
Q3 2024

Oct 28, 2024
BUY
$266.03 - $266.03 $2.97 Million - $2.97 Million
11,182 Added 23.49%
58,776 $16.3 Billion
Q2 2024

Jul 19, 2024
BUY
$234.68 - $265.99 $104,901 - $118,897
447 Added 0.95%
47,594 $12.6 Billion
Q1 2024

May 07, 2024
BUY
$219.81 - $247.98 $235,416 - $265,586
1,071 Added 2.32%
47,147 $11.7 Billion
Q4 2023

Feb 21, 2024
BUY
$193.71 - $224.12 $8.93 Million - $10.3 Million
46,076 New
46,076 $10.3 Billion

Others Institutions Holding OEF

# of Institutions
848
Shares Held
35.9M
Call Options Held
9.9K
Put Options Held
26.4K
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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