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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-811- 10.41% |
$79K - $83.9K
|
6.98K
$724K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-944- 12.27% |
$92K - $97.7K
|
6.75K
$700K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-973- 28.31% |
$94.8K - $101K
|
2.46K
$256K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16K- 0.96% |
$113K - $120K
|
120K
$12.4M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 38.65% |
$165K - $176K
|
2.69K
$279K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.31K- 5.95% |
$225K - $239K
|
36.5K
$3.79M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-2.49K- 11.19% |
$242K - $257K
|
19.7K
$2.05M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.58K- 44.84% |
$251K - $267K
|
3.17K
$329K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.67K- 17.01% |
$260K - $276K
|
13K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 18.53% |
$277K - $295K
|
12.5K
$1.3M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.86K- 34.82% |
$278K - $295K
|
5.35K
$554K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.91K- 7.17% |
$284K - $301K
|
37.7K
$3.91M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.46K- 38.13% |
$337K - $358K
|
5.61K
$582K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.06K- 7.72% |
$395K - $420K
|
48.5K
$5.03M
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-4.46K- 3.63% |
$435K - $461K
|
119K
$12.3M
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.66K- 11.84% |
$454K - $482K
|
34.7K
$3.6M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.8K- 58.65% |
$565K - $600K
|
4.09K
$424K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.13K- 2.12% |
$597K - $634K
|
282K
$29.3M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.29K- 2.01% |
$711K - $754K
|
356K
$36.9M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.94K- 32.13% |
$969K - $1.03M
|
21K
$2.18M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.5K- 3.32% |
$1.51M - $1.6M
|
452K
$46.9M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.6K- 13.85% |
$2.21M - $2.34M
|
141K
$14.6M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.3K- 71.33% |
$2.27M - $2.41M
|
9.38K
$972K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.9K- 74.08% |
$2.33M - $2.47M
|
8.36K
$867K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-47K- 18.11% |
$4.58M - $4.86M
|
212K
$22M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-63.9K- 9.98% |
$6.22M - $6.61M
|
576K
$59.8M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-85.1K- 35.88% |
$8.3M - $8.81M
|
152K
$15.8M
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-339K- 47.26% |
$33M - $35.1M
|
378K
$39.2M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-492K- 13.03% |
$48M - $50.9M
|
3.29M
$341M
|