Purchases and Sales Made in Q4 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
1.1K+ 2.46% |
$107K - $113K
|
45.6K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07KNew |
$104K - $110K
|
1.07K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.01K+ 14.95% |
$98.8K - $105K
|
7.8K
$809K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1K+ 2.11% |
$97.5K - $103K
|
48.4K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
991+ 8.52% |
$96.6K - $103K
|
12.6K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
985+ 12.85% |
$96K - $102K
|
8.65K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
978+ 5.9% |
$95.3K - $101K
|
17.5K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
914+ 2.19% |
$89.1K - $94.6K
|
42.6K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
845New |
$82.4K - $87.4K
|
845
$87.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
779+ 9.13% |
$75.9K - $80.6K
|
9.31K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
765+ 13.65% |
$74.6K - $79.1K
|
6.37K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
760+ 11.41% |
$74.1K - $78.6K
|
7.42K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
758+ 35.4% |
$73.9K - $78.4K
|
2.9K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
657+ 32.48% |
$64K - $68K
|
2.68K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
652+ 10.46% |
$63.5K - $67.4K
|
6.89K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
637+ 475.37% |
$62.1K - $65.9K
|
771
$80K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
628+ 8.56% |
$61.2K - $65K
|
7.96K
$826K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
617+ 2.19% |
$60.1K - $63.8K
|
28.8K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
581+ 21.09% |
$56.6K - $60.1K
|
3.34K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
553+ 23.56% |
$53.9K - $57.2K
|
2.9K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
550+ 7.56% |
$53.6K - $56.9K
|
7.82K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
544+ 1.02% |
$53K - $56.3K
|
54K
$5.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
542+ 18.42% |
$52.8K - $56.1K
|
3.49K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
521+ 6.74% |
$50.8K - $53.9K
|
8.25K
$856K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 6.92% |
$39K - $41.4K
|
6.18K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
377+ 0.98% |
$36.7K - $39K
|
38.8K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
372New |
$36.3K - $38.5K
|
372
$38.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
357+ 2.54% |
$34.8K - $36.9K
|
14.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
356+ 7.05% |
$34.7K - $36.8K
|
5.41K
$561K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
296+ 3.56% |
$28.8K - $30.6K
|
8.61K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
272+ 1.05% |
$26.5K - $28.1K
|
26.2K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
266New |
$25.9K - $27.5K
|
266
$27.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
259+ 2.36% |
$25.2K - $26.8K
|
11.2K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
198New |
$19.3K - $20.5K
|
198
$20.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
185+ 0.8% |
$18K - $19.1K
|
23.3K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
162+ 8.86% |
$15.8K - $16.8K
|
1.99K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
114+ 3.52% |
$11.1K - $11.8K
|
3.35K
$347K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
106+ 2.52% |
$10.3K - $11K
|
4.32K
$448K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
80New |
$7.8K - $8.28K
|
80
$8.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
75New |
$7.31K - $7.76K
|
75
$7.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
70+ 1.21% |
$6.82K - $7.24K
|
5.88K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66+ 0.54% |
$6.43K - $6.83K
|
12.3K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
65+ 8.2% |
$6.33K - $6.72K
|
858
$89K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56+ 4.14% |
$5.46K - $5.79K
|
1.41K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
45+ 0.41% |
$4.39K - $4.66K
|
11.1K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 0.2% |
$2.24K - $2.38K
|
11.8K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.35% |
$2.05K - $2.17K
|
1.58K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16+ 0.08% |
$1.56K - $1.66K
|
21K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.27% |
$1.56K - $1.66K
|
1.28K
$132K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16New |
$1.56K - $1.66K
|
16
$1.66K
|