Family Wealth Group, LLC Ishares S&P 100 ETF Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,723 shares of OEF stock, worth $724,399. This represents 0.69% of its overall portfolio holdings.

Number of Shares
2,723
Previous 1,508 80.57%
Holding current value
$724,399
Previous $401,000 80.55%
% of portfolio
0.69%
Previous 0.42%

Shares

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

Oct 29, 2025
BUY
N/A
1,215 Added 80.57%
2,723 $724,000
Q2 2025

Aug 04, 2025
BUY
N/A
1,508 New
1,508 $401,000
Q1 2025

May 14, 2025
SELL
N/A
-817 Closed
0 $0
Q4 2024

May 14, 2025
BUY
N/A
817 New
817 $217,000
Q4 2023

Apr 01, 2025
BUY
$193.71 - $224.12 $243,687 - $281,942
1,258 New
1,258 $281 Million
Q4 2023

Feb 14, 2024
BUY
$193.71 - $224.12 $254,147 - $294,045
1,312 New
1,312 $293,000

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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