Purchases and Sales Made in Q2 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL 100 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.37K+ 2.66% |
$372K - $426K
|
168K
$17.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
4.32KNew |
$368K - $421K
|
4.32K
$442K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
4.2KNew |
$358K - $410K
|
4.2K
$430K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.04KNew |
$344K - $394K
|
4.04K
$413K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
3.69K+ 0.56% |
$315K - $360K
|
668K
$68.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 0.4% |
$308K - $352K
|
905K
$92.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.47K+ 4.25% |
$296K - $338K
|
85.3K
$8.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.27K+ 4.6% |
$279K - $319K
|
74.4K
$7.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.23KNew |
$275K - $315K
|
3.23K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.07KNew |
$262K - $299K
|
3.07K
$314K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.77K+ 2.46% |
$236K - $270K
|
116K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.59KNew |
$220K - $252K
|
2.59K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.57K+ 100.0% |
$219K - $250K
|
5.14K
$525K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.57K+ 30.58% |
$219K - $250K
|
11K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.31KNew |
$197K - $225K
|
2.31K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.24KNew |
$191K - $218K
|
2.24K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.2KNew |
$188K - $215K
|
2.2K
$225K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.17KNew |
$185K - $211K
|
2.17K
$222K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.17KNew |
$184K - $211K
|
2.17K
$221K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.02KNew |
$172K - $197K
|
2.02K
$206K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.96K+ 1.2% |
$167K - $191K
|
166K
$17M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1.9K+ 3.7% |
$162K - $185K
|
53.2K
$5.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.81K+ 7.1% |
$154K - $177K
|
27.3K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.44K+ 15.15% |
$123K - $141K
|
11K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
1.35K+ 3.28% |
$115K - $132K
|
42.6K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35K+ 58.85% |
$115K - $131K
|
3.63K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.32K+ 1.76% |
$112K - $129K
|
76.3K
$7.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.29K+ 5.23% |
$109K - $125K
|
25.9K
$2.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.28K+ 3.08% |
$109K - $124K
|
42.6K
$4.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.21K+ 14.59% |
$103K - $118K
|
9.49K
$970K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.04K+ 42.37% |
$88.3K - $101K
|
3.48K
$356K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
941+ 10.36% |
$80.2K - $91.7K
|
10K
$1.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
937+ 19.54% |
$79.8K - $91.3K
|
5.73K
$586K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
936+ 15.53% |
$79.8K - $91.2K
|
6.96K
$712K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
846+ 2.0% |
$72.1K - $82.4K
|
43.3K
$4.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
830+ 2441.18% |
$70.7K - $80.9K
|
864
$88.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
822+ 9.16% |
$70K - $80.1K
|
9.8K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
800+ 144.93% |
$68.2K - $78K
|
1.35K
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
780+ 3.61% |
$66.5K - $76K
|
22.4K
$2.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
756+ 16.2% |
$64.4K - $73.7K
|
5.42K
$554K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
731New |
$62.3K - $71.2K
|
731
$74.7K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
562+ 10.97% |
$47.9K - $54.8K
|
5.68K
$581K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
535New |
$45.6K - $52.1K
|
535
$54.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
471New |
$40.1K - $45.9K
|
471
$48.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
348New |
$29.7K - $33.9K
|
348
$35.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
341+ 2.5% |
$29.1K - $33.2K
|
14K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
340+ 8.1% |
$29K - $33.1K
|
4.54K
$464K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
327+ 4.78% |
$27.9K - $31.9K
|
7.16K
$732K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
326+ 2.83% |
$27.8K - $31.8K
|
11.8K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
318+ 6.0% |
$27.1K - $31K
|
5.62K
$574K
|