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

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,373 shares of OEF stock, worth $897,319. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,373
Previous 3,378 0.15%
Holding current value
$897,319
Previous $892,000 0.56%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 12, 2024
SELL
$266.03 - $266.03 $1,330 - $1,330
-5 Reduced 0.15%
3,373 $897,000
Q2 2024

Jul 19, 2024
BUY
$234.68 - $265.99 $19,947 - $22,609
85 Added 2.58%
3,378 $892,000
Q1 2024

May 02, 2024
BUY
$219.81 - $247.98 $269,926 - $304,519
1,228 Added 59.47%
3,293 $814,000
Q4 2023

Jan 31, 2024
BUY
$193.71 - $224.12 $141,795 - $164,055
732 Added 54.91%
2,065 $461,000
Q3 2023

Nov 07, 2023
BUY
$199.84 - $214.2 $266,386 - $285,528
1,333 New
1,333 $267,000

Others Institutions Holding OEF

# of Institutions
839
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email