Avid Wealth Partners LLC Ishares S&P 100 ETF Transaction History

Avid Wealth Partners LLC

  • $141 Billion
  • Q4 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 58,348 shares of OEF stock, worth $15.5 Million. This represents 11.97% of its overall portfolio holdings.

Number of Shares
58,348
Previous 69,029 15.47%
Holding current value
$15.5 Million
Previous $19.1 Billion 11.78%
% of portfolio
11.97%
Previous 13.52%

Shares

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

Jan 27, 2025
SELL
N/A
-10,681 Reduced 15.47%
58,348 $16.9 Billion
Q3 2024

Nov 01, 2024
SELL
$266.03 - $266.03 $2.71 Million - $2.71 Million
-10,182 Reduced 12.85%
69,029 $19.1 Billion
Q2 2024

Jul 19, 2024
BUY
$234.68 - $265.99 $380,181 - $430,903
1,620 Added 2.09%
79,211 $20.9 Billion
Q1 2024

May 08, 2024
BUY
$219.81 - $247.98 $8.25 Million - $9.31 Million
37,526 Added 93.66%
77,591 $19.2 Billion
Q4 2023

Jan 23, 2024
BUY
$193.71 - $224.12 $7.76 Million - $8.98 Million
40,065 New
40,065 $8.95 Billion

Others Institutions Holding OEF

# of Institutions
867
Shares Held
36.4M
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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