Concord Wealth Partners Ishares S&P 100 ETF Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 35 shares of OEF stock, worth $9,311. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 179 80.45%
Holding current value
$9,311
Previous $47,000 80.85%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 05, 2025
SELL
N/A
-144 Reduced 80.45%
35 $9,000
Q1 2024

Apr 30, 2024
BUY
$219.81 - $247.98 $7,693 - $8,679
35 Added 24.31%
179 $44,000
Q4 2022

Jan 27, 2023
BUY
$161.29 - $182.62 $23,225 - $26,297
144 New
144 $24,000
Q4 2020

Feb 16, 2021
BUY
$150.78 - $171.64 $21,712 - $24,716
144 New
144 $25,000

Others Institutions Holding OEF

# of Institutions
1,100
Shares Held
73.4M
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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