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

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 1,479 shares of OEF stock, worth $393,458. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,479
Previous 1,502 1.53%
Holding current value
$393,458
Previous $457 Million 7.71%
% of portfolio
0.12%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-23 Reduced 1.53%
1,479 $492 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-344 Reduced 18.63%
1,502 $457 Million
Q1 2025

Apr 23, 2025
BUY
N/A
1,846 New
1,846 $500 Million

Others Institutions Holding OEF

# of Institutions
1,090
Shares Held
72.8M
Call Options Held
32.4K
Put Options Held
26.7K
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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