Shepherd Financial Partners LLC Ishares S&P 100 ETF Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 89,517 shares of OEF stock, worth $23.8 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
89,517
Previous 49,471
80.95%
Holding current value
$23.8 Million
Previous $13.2 Million
80.96%
% of portfolio
2.44%
Previous 1.46%
Shares
3 transactions
Others Institutions Holding OEF
# of Institutions
1,090Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio