Simplicity Wealth,Llc Ishares S&P 100 ETF Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,888 shares of OEF stock, worth $1.3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,888
Holding current value
$1.3 Million
% of portfolio
0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
N/A
4,888 New
4,888 $1.3 Million
Q3 2024

Oct 09, 2024
SELL
$266.03 - $266.03 $300,879 - $300,879
-1,131 Reduced 58.69%
796 $211,000
Q2 2024

Jul 10, 2024
BUY
$234.68 - $265.99 $190,794 - $216,249
813 Added 72.98%
1,927 $509,000
Q1 2024

Apr 24, 2024
SELL
$219.81 - $247.98 $940,566 - $1.06 Million
-4,279 Reduced 79.34%
1,114 $275,000
Q4 2023

Jan 29, 2024
BUY
$193.71 - $224.12 $1.04 Million - $1.21 Million
5,393 New
5,393 $1.2 Million

Others Institutions Holding OEF

# of Institutions
926
Shares Held
86.3M
Call Options Held
39.6K
Put Options Held
40K
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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